Fiduciary financial advisor louisville ky.

Todd Metcalf. , ChSNC, APMA. ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™. Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. [email protected]. Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023. Stay on track with your financial goals during changing market ...J. Hagan Capital is a financial services firm in Louisville, Kentucky. We believe pre-retirees need positive outcomes for their futures, and our advisors can help you pursue the long-term retirement goals you’ve always imagined. Visit our Louisville office or call us at 502-690-5635 for a complimentary retirement review!Stifel Financial Corp. Aug 2006 - Mar 2012 5 years 8 months. Louisville, KY. Financial Advisor to $40 million of client assets with a focus on appropriate asset allocation, strategic investment ...The headquarters of J. Hagan Capital is 8311 Shelbyville Road Louisville, KY 40222. J. Hagan Capital currently serves clients in the following states: FL, IN, KY, LA, MD, OH, TX, VA, WI. ... The best way to know if a financial advisor is a fiduciary all of the time is to ask: "Are you a fiduciary in all of your dealings with me?" ...

We combed through financial advisors in Louisville to develop this list of the city's top firms, including essential info on their fees, services, investment approaches and more. Find a Fiduciary Financial Advisor٣١‏/٠١‏/٢٠٢٣ ... With 15 years as a financial advisor, Mike offers a vast array of investment opportunities including college planning, fixed income solutions, ...Townsend Financial Planning, LLC. Mount Sterling, KY. Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning. Fee-Only financial planner located in Mount Sterling, Lexington and Louisville, KY, serving clients locally and across the country.

This firm has been proudly serving clients with expert financial advice since 1995. The firm has 9 office locations including 5 in Kentucky and others located in Atlanta, GA, Grand Rapids, MI, Indianapolis, IN, and Cincinnati, OH. This top KY wealth management firm is fee-based and also operates as a fiduciary.SoFi Invest: Best for low fees. Betterment Investing: Best for diversified investing. Wealthfront Investing: Best for 529 plans. Ellevest: Best for financial planning and personal development ...

Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA / SIPC . 100 Enterprise Dr., Suite 504, Rockaway, NJ 07866, (800)637-3211.٢١‏/١٠‏/٢٠٢٢ ... “Qualified Black financial advisors are everywhere,” says Woods, who is a certified financial planner and founder of LifePoint Financial Group.Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. Find a Morgan Stanley Advisor in Louisville, KY | Financial Advisors, Wealth Management, Investment AdviceThe Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1- 800‐289‐9999 or via https://brokercheck.finra.org.

Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals.

Fiduciary: Financial Advisor: Provides unbiased financial and investment advice; At least five to 10 years of professional financial experience (varies by state)

Are All Advisors the Same? · FEE-ONLY CERTIFIED FINANCIAL PLANNER™ Professionals · OUR FIDUCIARY RESPONSIBILITY.When you’re ready for a personalized, holistic approach to wealth management, Equitable Advisors is here. Equitable Advisors* is a national firm, operating locally in neighborhoods across the country. Our duly registered and licensed financial professionals offer these services to help our clients build the lives they want:David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 4.9 / 5 rating based on 25 reviews.Jun 13, 2023 · 400 West Market St, Ste 2500 Louisville, KY 40202 502-562-5142: 180 Financial Consulting, LLC Inquire with 180: 2171 Beil Rd, Burlington, KY 41005 859-586-9448: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY 40223 502-423-7073: Bob Schneider Inquire with Bob: 4969 US Highway 42, Suite 1200 Louisville, KY 40222 502 ... Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals.

297 N Hubbards Ln. Louisville, KY 40207. From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…. 4. Stone & Kicklighter Planning Partners - Ameriprise Financial Services.PHONE. 502.890.6066. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Private Client Services LLC. 2225 Lexington Road, Louisville, KY(502) 451-0600 Website. See Advisors At This Firm. Overview. Fees & Compensation. Client Types.Louisville | 4350 Brownsboro Road, Suite 110, Louisville, KY 40207 | 502.754.2002 ... Financial Advisor Websites by Twenty Over Ten Powered by Twenty Over Ten.... financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients' best ...

Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at Sapphire Fiduciary Advisors, LLC in Louisville, KY and has over 21 years of experience in the finance industry. Similar Advisors.

Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Thomas and Associates 101 Bullitt Lane Floor 04 Louisville, KY 40222502.329.5000. 101 Bullitt Lane. Floor 04. Louisville, KY 40222. Hours of Operation: Mon - Fri: 9:00 AM - 5:00 PM See More Hours. Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well ... Top 10 Best Financial Advisor in Louisville, KY - November 2023 - Yelp - Mercurio Wealth Advisors, Edward Jones - Financial Advisor: Kim Garrett, Strategic Wealth Designers, American Fortune, Tony Walker Financial, Lampkin Wealth Managemnt, ACCESS Wealth Management, Capstone Wealth Advisor, Lifetime Wealth Strategies, …10350 Ormsby Park Place, Ste 101, Louisville, KY 40223 Producing branch manager for the Louisville KY branch of Ameriprise Financial. Certified Financial Planner® and Senior Financial Advisor Fiduciary meaning. A fiduciary is an individual or organization who manages money and has a legal duty to act in the best financial interests of someone else. Fiduciaries have a bond of trust with ...Written by investor.com. November 17, 2023. Pillar Financial Advisors, registered in 2015, serves 5 state (s) with a licensed staff of 3 advisors. Pillar Financial Advisors manages $229.1 million and provides investment advisory services for 176 clients (1:59 advisor/client ratio).

certified trust and fiduciary advisors (ctfa) 1. chartered market technician (cmt) ... louisville 5900 us highway 42 louisville, ky 40241 phone 502-212-7800 fax 502 ...

Retirement & Income Planning. Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.

CONTACT US. Meridian Wealth Management, LLC 100 West Main Street, Suite 450 Lexington, KY 40507. Kentucky Office 859.543.4516. Arizona Office 520.719.1433Fiduciary & Financial Advisor, Chief Compliance Officer ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 Industrial Drive ...Let us help match you with up to three vetted fiduciary financial advisors. Answer a few questions to get matched. Get started. 4: Moneywatch Advisors, Inc. Find an Advisor. Read Review. $209,950,052: ... The Top Financial Advisors in Louisville, KY; The Top Financial Advisors in Covington, KY; The Top Financial Advisors in Indianapolis, IN;Stifel Financial Corp. Aug 2006 - Mar 2012 5 years 8 months. Louisville, KY. Financial Advisor to $40 million of client assets with a focus on appropriate asset allocation, strategic investment ...Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. If you know someone who has financial questions, please …Align Wealth Management. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. Client Satisfaction 5.0 / 5 rating based on 5 reviews.Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at …Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...Written by investor.com. November 17, 2023. Farnsley Advisors, registered in 2017, serves 4 state (s) with a licensed staff of 2 advisors. Farnsley Advisors manages $49.4 million and provides investment advisory services for 207 clients (1:104 advisor/client ratio).4360 Brownsboro Rd Ste 115. Louisville, KY 40207. From Business: Current Wealth Management is a proud extension of First Kentucky Securities, a firm dedicated to the highest level of excellence in the financial services sector…. 2. First Command Financial Advisor - Sonya McNeil. By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future ...Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ...

We have listed the 10 Best Louisville Financial Advisors and Planners. Compare the Top Rated Financial Advisors Today! ... Make sure any advisor you hire will put that fiduciary pledge in writing. Other than Fee-Only NAPFA-member firms, few will. ... 1303 Clear Springs Trace, Ste 110 Louisville, KY 40223 (502) 426-0300. Website.Fiduciary & Financial Advisor. Connie Fortney. 401(k) Rollover Specialist ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 ... SoFi Invest: Best for low fees. Betterment Investing: Best for diversified investing. Wealthfront Investing: Best for 529 plans. Ellevest: Best for financial planning and personal development ...Instagram:https://instagram. betterment vs acornsfidelity transfer stocks between accounts100 shares of coca cola dividendhome builders etfs As a Certified Financial Planner®, a Registered Social Security Analyst®, and Fiduciary, I am confident I can add value to your financial life. ... Louisville, KY ... top of the line bmwmost up stocks today Get the Details. Taylor Advisors, Inc., a division of HUB International (Taylor), was founded in 2002 and joined HUB Retirement & Private Wealth in 2022. Taylor Advisors, Inc. is an SEC registered investment advisor and balance sheet consulting firm serving financial institutions. Our service is quite simple: we aim to help institutions improve ... dental insurance in washington Basic Benefit Plans: The Basic Benefit Plan is a for federal employees. It is calculated using the employee’s “high-3 average pay,” which is the average of their three highest-earning years. Generally, the formula is 1% of the average times their number of years of service. TSP Plans: Thrift Savings Plan is a tax-deferred saving and ...Advisor Name. Get a personalized match to a financial advisor. Learn more about the 493 financial advisors in Lexington, Kentucky with the US News Advisor Finder.