Encore Wealth Management Group is an Ameriprise private wealth advisory practice in Louisville KY. Get the personal financial advice you need.WILLIAM TAFEL is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... WILLIAM TAFEL Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4174 ...Top 10 Best Tax Preparation in Louisville, KY - May 2024 - Yelp - Dennis C Healey, EA, Highlands Tax & Accounting, Stober's Tax Service, Roberts CPA Group, Majato Tax Service, Zenger & Young Tax Service, Bechtler Parker & Watts, Mary Hatfield Oliva Tax & Bookkeeping Service, Dark Horse CPAs, Deeanna Alford4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Richard Wilson, a financial advisor in Louisville, KY with the US News Advisor ...Mike Snyder is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals.Our desire is to be the light that helps you find your way into a successful financial future.”. – Jason Hawkins, Head of Insurance Solutions. Lightpath Wealth Management, LLC, dba Lightpath Wealth & Tax Advisors (“RIA Firm”) is a registered investment adviser located in Prospect, KY. Lightpath Wealth & Tax Advisors may only transact ...140 Whittington Pkwy, Louisville, KY 40222 To learn more about our products and services, visit NorthwesternMutual.com . To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck .Connect with us. 502.412.4050. Email us. 9405 Mill Brook Rd Ste 101. Louisville KY, 40223-5035. BrokerCheck. www.SHOOKresearch.com. www.SHOOKresearch.com. Barron's generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor's regulatory and ...Wealthline Financial Advisors -Tom Smith, Louisville, Kentucky. 235 likes · 61 talking about this · 17 were here. Investment management and financial planning firm specializing in retirement income...Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia.Series 65. Compensation/Fee Fee-Based. Office Location 7310 Turfway Road Suite 550, Florence, KY 41042 Phone Number 513-619-5794. I'm a financial planner with experience in securities, investment strategies, and retirement planning.Michael H. Smith is a financial advisor at Lpl Financial LLC in Louisville, Kentucky. Contact Michael Smith for financial advice today. ... Lpl Financial LLC Louisville, KY Aug 2018 - Current 5; Various Insurance Carriers For W & R Insurance Agencies Louisville, KY Jul 2001 - Jul 2018 17;Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it's why clients rate us 4.9 out of 5 in overall customer satisfaction. ... Louisville KY, 40243-1896. Sierra Vista 5000 E Mediterranean Dr Ste A Sierra Vista AZ, 85635 ...Financial PlanningLet our team help ensure you Don't Go Broke in a Nursing ... to, and unrelated to, the fee we charge for advisory services. We can work closely with your existing tax and legal advisors or introduce you to those we routinely work with. ... CALL (800) 763-7930. 6511 Glenridge Park Place #5, Louisville, KY 40222. Call: (800) 763 ...After you complete your check, let's discuss your results and the level of service that fits your needs. Take the 3-Minute Confident Retirement® check. 502.412.4050. Encore Wealth Management Group offers personalized financial advisor services in the Louisville, KY area.Tyler Current is a financial advisor in Louisville, KY. They have been in practice for 11 years, the last 12 years at First Kentucky Securities Corp.. No Certifications. 11 Years Experience. 4 Fee ...Barron’s Top Financial Advisor in Kentucky (2011 - 2023) About Us. Qualified. Experienced. Fiduciaries. At BWP, our people are committed to providing you with the direction you need to confidently navigate your financial journey. Wealth Management Services. Tailored Strategies Driven By Logic - Not Emotion. Retirement Planning.Matthew J. Dicken is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, Kentucky. Contact Matthew Dicken for financial advice today. ... (CRD# 2882253) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 24 years of experience in the finance industry ...We form relationships that are different and provide financial planning services that are different because you deserve a retirement that’s different. Schedule your free visit below or give us a call at 877-934-7687. Meet our caring financial advisors in Louisville, KY. Experience personalized retirement planning, tax strategies, asset ...Shaleen Newton offers personalized financial advisor services in the Louisville, KY area. Learn about our financial advisor costs and fees. Skip to main content. Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. ... Financial Advisor Associate Vice President 502.326.3915; [email protected] ...Our wealth advisors in Louisville, Kentucky, will work with you to create a personalized financial plan designed to help you reach goals like purchasing a vacation home.97. The percentage of our clients who stay with us year over year. 4. 164+. The number of years we've been there for our clients – through depressions, downturns, and two World Wars. Here's where you. can find us. 400 W Market St Ste 2250. Louisville, KY 40202. Directions.Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5046 | 800-998-7686 Fax: 502-561-5097Angela Lanning is a financial advisor at Ubs Financial Services Inc. in Louisville, Kentucky. Contact Angela Lanning for financial advice today. ... Ubs Financial Services Inc. Louisville, KY Jul 2013 - Current 10; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Dec 2000;Keystone Financial Group Background. Toby Jenkins, Mike Kretz and Tim Jenkins founded Keystone in 2008. The three are equal partners and work as advisors for the firm. The firm offers sponsors a wrap-fee and non-wrap-fee asset management program using LPL Financial Corporation's Strategic Wealth Management platform.Advisor verified. 9300 Shelbyville Road, Suite 1204, Louisville, KY Website. (502) 339-8255. Firm: Warren Wealth Management & Tax Planning Inc. At a glance. Years of Experience. 15 years.Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities. Skip to main content. Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. ... Business Financial Advisor Learn more about John Duerr. Our team Ann Duerr. Client …Tim is a Certified Financial Planner™ professional and Shareholder based in the Louisville, KY office. He delivers a proactive client experience, tailored to help individuals, families, and organizations identify and meet their unique goals. ... Financial Advisor & Retirement Planning Specialist. Phone: 859.967.0990 Email: hnighbert ...That’s why Inspired Wealth Advisors takes a different approach when working with clients: It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication to figure out the best options for you. As your financial guide, we provide financial planning, wealth management, and ...2023 Top Advisor Rankings by State. Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation's best wealth managers and raise standards in the industry. Top 1200 ...Retirement Planning Specialists in Louisville, Lexington, and Bowling Green Kentucky. ... Fiduciary & Financial Advisor. Lisa Allerkamp. Income Planning Coordinator. LeAnn Tinsley. Tax Planning Administrator. ... Louisville, KY 40222. Bowling Green - 2451 Industrial Drive, Bowling Green, KY 42101.2943 Richland Ave. Louisville, KY 40220. Glenmary. Closed - Opens at 9:00 AM Tuesday. (502) 762-1774. 8141 Bardstown Rd. Louisville, KY 40291. Visit your local Financial Advisor at Louisville, KY to get a free investment check-up and see where you are on your path toward your financial goals.Answer a few questions to get a personalized match. Kenneth Henderson is a financial advisor operating in Irvine, California with 20 years of relevant experience. Henderson works at Equitable Advisors, LLC. Throughout their career, Henderson has worked at Axa Advisors, LLC and Equitable Advisors, LLC. Henderson holds Series 63 and Series 65 ...Michael Melloy is a financial advisor based in Louisville, Kentucky with 3 years of relevant experience. Melloy currently works for Securities America Advisors, Inc. During their career, Melloy has held roles at Melloy Group Financial Coaching, Ricoh, Securities America, Inc and Securities America Advisors. Melloy maintains a Series 66 license ...A global leader in wealth management. $ 5+ trillion. In invested assets globally. As of 11/07/2023. 51 countries. Our global footprint. Global leader. UBS is a world-leading wealth manager. Learn more about Joyce Meyer Wealth Management Group in Louisville, KY.Mark Thompson is a financial advisor in Louisville, KY. He has been in practice for 33 years, the last 3 years at Thompson Investment Advisors. No Certifications. 33 Years Experience. 0 Fee ...Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities. Skip to main content. Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com. ... Business Financial Advisor Learn more about John Duerr. Our team Ann Duerr. Client …After you complete your check, let's discuss your results and the level of service that fits your needs. Take the 3-Minute Confident Retirement® check. 502.253.2961. [email protected]. Office Locations. Jeff Burnett offers personalized financial advisor services in the Louisville, KY area. Learn about our financial advisor costs and fees.Meet with our financial advisors in Owensboro, KY to determine the financial services and solutions that best fit your goals and priorities. ... Louisville KY, 40223. Columbia 22 Public Sq Ste 1 Columbia TN, 38401. Brentwood 1616 Westgate Circle Suite 222 Brentwood TN, 37027. HarrisburgTyler Current is a financial advisor in Louisville, KY. They have been in practice for 11 years, the last 12 years at First Kentucky Securities Corp.. No Certifications. 11 Years Experience. 4 Fee ...John J. Moriarty is a financial advisor at U.s. Bancorp Investments, Inc. in Jeffersonville, Indiana. Contact John Moriarty for financial advice today. John J. Moriarty is a financial advisor at U.s. Bancorp Investments, Inc. in Jeffersonville, Indiana. ... Dpl Financial Partners Louisville, KY May 2020 - Sep 2020 < 1; Unemployed Louisville, KY Dec …Once you fill out your contact information, you'll enter your ZIP code and indicate any specialties you may be looking for, such as comprehensive financial planning, insurance, investment ...LOUISVILLE, KY Branch. Address: 297 N. HUBBARDS LANE, 3RD FLOOR, LOUISVILLE, KY 40207. Phone: 502-561-5000 | 800-998-7686 Fax: 502-561-5097. Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.CERTIFIED FINANCIAL PLANNER™ practitioner. Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 13 reviews. See disclosures.TKM Financial Services is a fee-based, comprehensive financial and retirement planning service location in Louisville, Kentucky. Our team offers risk management and insurance solutions for life, disability, and long-term care strategies. ... Serve as our clients' Trusted Advisor by providing a customized suite of services that includes ...Finding the Top Financial Advisor in Louisville, Kentucky Last Updated - May 17, 2024. WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent financial firms to suit each individual's comfort levels.Our desire is to be the light that helps you find your way into a successful financial future.”. – Jason Hawkins, Head of Insurance Solutions. Lightpath Wealth Management, LLC, dba Lightpath Wealth & Tax Advisors (“RIA …See more reviews for this business. Top 10 Best Tax Accountant in Louisville, KY - May 2024 - Yelp - Dennis C Healey, EA, Highlands Tax & Accounting, Stober's Tax Service, Majato Tax Service, Dark Horse CPAs, On Account of Robin, Bechtler Parker & Watts, Deeanna Alford, The Tax Ladies, Curry Drake & Associates.Peter Laventis. CRD Number: 2492067. Current Firm: Stonex Advisors Inc. Peter Laventis (CRD# 2492067) is an Investment Advisor Representative working at Stonex Advisors Inc. in Louisville, KY and has over 29 years of experience in the finance industry. CONTACT.We’ve curated a list of the best financial advisors in Louisville, take a look at it below Find an advisor in Louisville 1. River Road Asset Management, LLC Assets under management $7,802,138,241 Fee structure A percentage of assets under your management Performance-based fees Services offered Portfolio Management For Individuals And/or Small …Scott Muss is a financial advisor who works in Louisville, Kentucky who has 2 years of relevant experience. Muss is currently employed by Pcg Wealth Management. ... Pcg Wealth Management 3832 Taylorsville Road Suite 1 Louisville, KY 40220 See more firms in Kentucky Financial Advisors at Pcg Wealth Management. Andrew Warner Leawood, KS ...Investment expertise provided with care, diligence, and integrity. Sapphire Fiduciary Advisors, LLC serves discerning institutions and families as a trusted fiduciary partner. Our clients value our expertise, authentic investing, and our service-oriented approach.See more reviews for this business. Top 10 Best Financial Advisor in Louisville, KY - May 2024 - Yelp - Mercurio Wealth Advisors, Edward Jones - Financial Advisor: Kim Garrett, Fidelity Investments, Strategic Wealth Designers, Tony Walker Financial, ARGI Financial Group, American Fortune, Restarting Futures, Thursday Financial, Capstone Wealth ...The Lexington office has multiple financial advisors, accredited asset management specialists (AAMSs) and certified financial planners (CFPs). Minimum investment requirements range from as little as $5,000 for the firm's Guided Wealth Portfolios robo-advisor service to as much as $250,000 for its Personal Wealth Portfolios Program.We can all use some money advice now and then, whether you’re figuring out a personal budget that works for you trying to get your ducks in a row to start a business. That’s why we...Our wealth management advisors in TIAA's Louisville, KY office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Louisville, KY office is a smaller satellite office, so ...To request such information, contact FINRA toll-free at 1- 800‐289‐9999 or via https://brokercheck.finra.org. An investor brochure describing BrokerCheck is also available through FINRA. Municipal Securities Education and Protection - U.S. Bancorp Investments and U.S. Bancorp Advisors are registered with the U.S. Securities and Exchange ...Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected] 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.