STOKES BAIRD 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. ... STOKES BAIRD Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-423-6225 ...Brown has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky. Pnc Investments is an advisory company based out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 advisors. It manages $22 billion in assets between ...May 14, 2024 · Encore Wealth Management Group - Louisville, KY: Ameriprise. 502.412.4050. Email us. Client Satisfaction 5.0 / 5 rating based on 134 reviews. See disclosures.Louisville. 9300 Shelbyville Road, Suite 320. Louisville, KY 40222. Phone: 502-327-0711. Fax: 502-327-0544. Mon-Fri: 8:30 AM - 5:00 PM. Sat-Sun: By Appointment. Email Us. Visit our Louisville location to set up an consultations with one of our Wealth Advisors today.ANTHONY CARNEY 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. ... ANTHONY CARNEY Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4195 ...Senior Advisor. Jason has been a financial planner and investment advisor representative in Louisville for over 20 years. Serving individuals and small businesses has given him a profound understanding of the way financial resources impact every area of our lives. He loves this work and is passionate about helping his clients write their ...Let Us Help You Experience A WorryFree Retirement®. Retirement Planning Specialists in Louisville, Lexington, and Bowling Green Kentucky.Louisville, KY. $70,000 - $125,000 a year. Full-time. Monday to Friday. Easily apply. A minimum of 2 years in financial services, wealth management, or related sectors. Ability to demystify complex financial concepts for clients. Employer. Active 5 days ago ·.Mike Snyder is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals.4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Matthew Petty, a financial advisor in Louisville, KY with the US News Advisor Finder.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.502.326.3926. [email protected]. Client Satisfaction 4.9 / 5 rating based on 29 reviews. See disclosures. Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.Kit B. Carter is a financial advisor at Robert W. Baird & Company Incorporated in Louisville, Kentucky. Contact Kit Carter for financial advice today. Resources; About Us; Help; For Advisors; ... Louisville, KY Oct 2019 - Current 4; J.j.b. Hilliard, W.l. Lyons, LLC Louisville, KY Apr 2009 - Current 15; Exam Code Name Passed Date; S63Business First-Louisville: Honoree, Corporate Philanthropic Award, Small Company – 2020Step 2: Understand What a Financial Advisor Is. A financial advisor is a professional who helps guide and direct clients' decision-making on various aspects of their financial lives. A financial advisor may offer guidance on managing investments, planning for taxes and making retirement projections.Methodology. Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Kentucky 2024. Firm has: Jurisdiction in Kentucky. SEC registration.Louisville KY, 40243-1594. ... Client experiences may vary, and working with any Ameriprise Financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor's qualifications.We assist financial institutions in need of guidance to improve their profitability and reduce risk. Let's talk. Start Here. Balance Sheet Management Investment Advisory/ Consulting Regulatory/Crisis Management Education & Training The Taylored Path. We've helped dozens of clients navigate financial challenges and increase profitability ...Louisville, KY. $70,000 - $125,000 a year. Full-time. Monday to Friday. Easily apply. A minimum of 2 years in financial services, wealth management, or related sectors. Ability to demystify complex financial concepts for clients. Employer. Active 5 days ago ·.Matthew Brown is a financial advisor at Pnc Investments in Louisville, Kentucky. Contact Matthew Brown for financial advice today. Resources; About Us; Help; For Advisors; Overview; ... Louisville, KY Mar 2021 - Current 3; Unemployed Louisville, KY Oct 2020 - Mar 2021 < 1; New York Life Gibsonia, PA Mar 2019 - Sep 2020 1;Triple Crown Advisors is an Ameriprise advisory practice in Louisville KY. Get the personal financial advice you need.Backed by the strength of our parent company, UBS AG. $ 5.8+ trn. UBS Group invested assets. As of 03/31/2024. 51 countries. Our global footprint. Global leader. UBS is a leading and truly global wealth manager.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 …Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. [email protected]. Client Satisfaction 5.0 / 5 rating based on 71 reviews. See disclosures.Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected] Financial, Louisville, KY - Financial Advisor, 2017 to Present; J.J.B. Hilliard, W. L. Lyons, LLC, Louisville, KY-Financial Consultant, 2008-2017See 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 ...William Yancey is a financial advisor who works in Louisville, Kentucky with a total of 17 years of industry experience. Yancey works at Northwestern Mutual Investment Services, LLC. Their career trajectory has included roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life and Northwestern Mutual Investment Services ...North-Central Kentucky. Planning for your future doesn't have to be overwhelming. When you work with Credent Wealth Management, you are supported by a team of experienced financial and investment professionals who will provide you with a disciplined and objective investment approach dictated by continuous monitoring of your financial plan.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 ...462 S. 4th St., Suite 2600, Louisville, KY 40202. Website. Website. Map. Open in Google Maps. Learn more about Frank Hill, CFP a financial advisor in Louisville, KY with the US News Advisor Finder.Senior Advisor. Jason has been a financial planner and investment advisor representative in Louisville for over 20 years. Serving individuals and small businesses has given him a profound understanding of the way financial resources impact every area of our lives.462 S. 4th St., Suite 2600, Louisville, KY 40202. Website. Website. Map. Open in Google Maps. Learn more about Frank Hill, CFP a financial advisor in Louisville, KY with the US News Advisor Finder.Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Kentucky who are ready to help you meet your wealth management goals.Step 2: Understand What a Financial Advisor Is. A financial advisor is a professional who helps guide and direct clients' decision-making on various aspects of their financial lives. A financial advisor may offer guidance on managing investments, planning for taxes and making retirement projections.Relationship Manager. Tendai serves as the Chief Strategy Officer for Saling Wealth Advisors, where he focuses on supporting and providing strategic guidance to businesses and families. Tendai adds a wealth of business experience and insight to support our clients with over 15 years operating and leading businesses ranging from fast-growing ...Connect with us. 502.894.9366. Email us. Thomas Harvey with Limestone Wealth Advisors in Louisville, KY is here to help you with all of your financial planning needs.Laura Young. Operations Director. [email protected] 502.489.6900. Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities.Louisville, KY 40207-8230. Phone. 502.894.9366. Fax. 502.721.8497. Email. [email protected]. Office Hours. Mon 9:00 AM - 5:00 PM Tues ... Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to the advisor's personal website or to FINRA’s BrokerCheck …Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected] Information. [email protected] 888-FEE-ONLY (888-333-6659) Additional InfoEmail: [email protected]. Direct: 502.708.3296. Colin Cady is a Private Wealth Associate of Current Wealth Management at First Kentucky Securities. A graduate of Ball State University, he began pursuing a career in financial services in 2017 out of a desire to help others secure financial stability and confidence throughout the many stages of ...Taylor Advisors Inc, A Hub International Company. 700 North Hurstbourne Pkwy, Suite 110, Louisville, KY(502) 412-2524 Website. See Advisors At This Firm. Overview. Fees & Compensation.Get more information for Edward Jones - Financial Advisor: Reece Stephens in Louisville, KY. See reviews, map, get the address, and find directions.Best Online Financial Advisors 2024. SoFi Invest: Best for low fees. Betterment Investing: Best for diversified investing. Wealthfront Investing: Best for 529 plans. Ellevest: Best for financial ...Louisville KY, 40241-2292. ... Client experiences may vary, and working with any Ameriprise Financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor's qualifications.Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4156 | 800-998-7686 Fax: 502-561-5097LEIGH ANNE HUGHES 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. Skip to main content : Find a Local Office: Sign On; ... Advisor Senior Vice President - Investment Officer Address: 297 N. HUBBARDS LANE, 3RD FLOOR , …Finding the Top Financial Advisor in Louisville, Kentucky Last Updated - May 18, 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.Find an LPL financial advisor or financial professional near you who has the freedom to focus on your objectives and recommend only the investment strategies that they believe will best serve you to reach your financial goals. LPL Financial is the nation's leading independent broker-dealer and manages more than $1.1 trillion in client assets ...502.412.4050. Email us. 9405 Mill Brook Rd Ste 101. Louisville KY, 40223-5035. BrokerCheck. The Confident Retirement approach is not a guarantee of future financial results. Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings ...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.Muhammad Ali attended Central High School in Louisville, Ky. A D student, Ali graduated 376th out of a class of 391 in 1960, the same year he won the light-heavyweight boxing gold ...500 N. Hurstbourne Pkwy, Suite 300, Louisville, KY 40222. Learn more about Tina Williams, a financial advisor in Louisville, KY with the US News Advisor Finder.Looking for a financial advisor in Louisville? We round up the top firms in the city, along with their fees, services, investment strategies and more.Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.Louisville, KY 40222 [email protected] 502-482-8500. Charles "Todd" Mercer Founder and Managing Partner [email ... Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. ©2024 Mercer ...Laura Young. Operations Director. [email protected] 502.489.6900. Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities.Everything you need from insurance to investments to financial planning, all in one place. Get in touch with your Louisville, KY Northwestern Mutual financial advisor office.Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4156 | 800-998-7686 Fax: 502-561-5097Louisville, KY 40222 [email protected] 502-482-8500. Charles "Todd" Mercer Founder and Managing Partner [email ... Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Adviser. Mercer Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. ©2024 Mercer ...Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities.Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5046 | 800-998-7686 Fax: 502-561-5097Firm CRD# 104510. 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.Pillar Financial Advisors, LLC. 3046 Breckenridge Lane, Suite 104, Louisville, KY 40220. Ben Allison (CRD# 2867393) is an Investment Advisor Representative working at Pillar Financial Advisors, LLC in Louisville, KY and has over 27 years of experience in the finance industry. 8. Robert T. Allison.Finding the Top Financial Advisor in Louisville, Kentucky Last Updated - May 18, 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.The headquarters of Mercurio Wealth Advisors is 9100 Shelbyville RD., Suite 150. Louisville, KY 40222. Mercurio Wealth Advisors currently serves clients in the following states: FL, IN, KY, TX. ... To figure out if a financial advisor firm is a good company for your specific situation, it’s important to ask additional questions — see our …