Financial advisors louisville ky.

Keystone Financial Group manages, which manages over $1 billion in client assets, is the No. 1 firm on our list of the top financial advisors in Lexington. The firm has several other offices throughout Kentucky, in Louisville, Somerset, Ashland, Leitchfield and Mt. Sterling.In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement ® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax ...Jon Lintner. 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 let them know about my practice. Refer me.Apr 16, 2023 · Christopher Foster is a certified financial planner based out of Louisville, Kentucky who has 4 years of industry experience. Foster is an advisor for Robert W. Baird & Co. Inc. Throughout their career, they have worked at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Foster holds a Series 63 license, designating them as a ...

Results 1 - 30 of 208 ... Financial advisors in Louisville, KY · 1.Commonwealth Financial Advisors · 2.Financial Advisors U.S. Bancorp Investments · 3.Financial ...About TIAA Financial Services. Our wealth management advisors in TIAA's Louisville, KY office are available to help clients plan for lifelong income, save ...Forbes Best-in-State Wealth Advisors, 2018-2023. Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022. AdvisorHub Fastest Growing Advisors to Watch, 2022. Ameriprise Chairman's Advisory Council, 2012-2023. Ameriprise Circle of Success, 2000-2022. Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2022.

The average Personal Financial Advisor salary in Louisville, KY is $69,694 as of October 25, 2023, but the salary range typically falls between $59,309 and $83,481. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession.

Oct 30, 2023 · Scott Richardson, CFP, AIFManaging Parter/[email protected] . Joe Norris. Financial Advisor. 502.420.9912. [email protected]. Commonwealth Capital Management is a financial service firm offering Financial Planner in Louisville and is focused on providing personal and comprehensive wealth management. Oct 29, 2023 · The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 per year. These numbers represent the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated additional pay is $40,548 ... The path to becoming a financial advisor can lead you many places – but it starts here. ... Louisville, KY. Connect Jim Seiler Chief Financial Officer - Family Office ...Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. Ameriprise Platinum Financial Services. 5.0 / 5 rating based on 13 reviews. Ameriprise has been named one of the Most Trustworthy Companies in America 2023 by Newsweek.

SmartAdvisor by SmartAsset is one of the 20 Best Financial Advisors in Louisville. Hand picked by an independent editorial team and updated for 2023. Get Listed

Financial & Investment Services | Greater Louisville Inc. | 101 South 5th Street, Louisville, KY, 40202 | [email protected].

Insurance services are offered by UnionBanc Insurance Services, a dba of U.S. Bancorp Advisors, having a California domicile and principal place of business at 800 N. Brand Blvd., 16th Floor, Glendale, CA 91203, CA Insurance License #6010602. Products may not be available in all states.Louisville, KY. Connect Miranda Johnson ... Financial Advisor at Ameriprise Financial Services, LLC Knoxville, TN. Connect Natalia Guzmán Trabajo en casa en ...Sunday sales of liquor are permitted in Kentucky; however, local ordinances govern whether or not the sale of liquor on Sunday is allowed in each city. In Louisville, Ky., liquor can be served from 1 p.m. to 4 a.m. on Sunday, while other me...SwitchPoint Financial Planning. Louisville, KY. Specialties: Retirement Income Planning, Investment Management, Tax Strategies, Estate Planning, Insurance Solutions, Comprehensive Wealth Management. Fee-Only Financial Planner located in Louisville, Kentucky serving clients locally and across the country. I can work with clients anywhere! Search Financial advisor jobs in Louisville, KY with company ratings & salaries. 57 open jobs for Financial advisor in Louisville.

SCHEDULE AN APPOINTMENT WITH PILLAR FINANCIAL ADVISORS. OR CALL 502.384.3890 IN LOUISVILLE. Plan Your Retirement Paycheck. Manage Taxes. Maximize Social Security. Your career is healthy, the kids are out of college, and now you can focus on your retirement. You have the chance in the 5 to 10 years leading to retirement to make …830 East Main St Ste 105. Louisville, KY 40206. See more firms in Kentucky. Thomas Fischer is a certified financial planner working in Louisville, Kentucky with a total of 14 years of relevant experience. Fischer works at Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America, Inc, Securities ... Here’s Why. Our founder, Kevin Biven, started Biven Financial Services after spending 30 years in the industry working with life insurance, securities, and property and casualty. In 2010, he made the move to comprehensive financial planning because he saw an opportunity to help the hardworking communities of Louisville and Southern Indiana.Looking for financial advice? There was a time when getting good advice about how to make, save, and invest money — or how to avoid losing it to bad investments or nefarious schemers — meant that you had to rely word-of-mouth, dense textboo...Samuel Weining. Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Get notified about new Financial Advisor jobs in Louisville, KY. Sign in to create job alert Similar Searches Financial Analyst jobs 135,372 open jobs Bank Employee jobs ...Inspired Wealth Advisors is your Thrivent financial office helping people in the Lexington, KY area to achieve financial clarity, ... Louisville, KY 40220 9420 Bunsen Parkway Louisville, KY 40220. Licensing is available through your …

PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.First Kentucky Securities. 4360 Brownsboro Rd, Ste 300. Louisville, KY 40207-1642. (502) 814-9638. PlannerSearch is a directory of financial service professionals in The Financial Planning Association. Find a financial planner in Louisville, Kentucky today! About. This information is intended for use only by residents of: CA, CT, FL, IL, IN, KY, MS, NC, NJ, NY, OH, PA, RI. Please contact me by e-mail [email protected] or by phone ...Today’s top 401 Best Investment jobs in Louisville Metropolitan Area. Leverage your professional network, and get hired. New Best Investment jobs added daily.PHONE. 502.894.9366. Ext. 130. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.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 ...About TIAA Financial Services. Our wealth management advisors in TIAA's Louisville, KY office are available to help clients plan for lifelong income, save ...Financial Advisor. Chief Operating Officer of. Align Wealth Management. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management.

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 ...

Financial Advisor Office Location Phone Number; Brandon L. Luttrell Inquire with Brandon: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5120: Bob Phelps Inquire with Bob: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5142: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY …Cambridge Investment Research Advisors is a financial advisory firm with an office in Louisville, KY. The advisory team at Cambridge Investment Research Advisors includes 3,313 advisor(s). The average advisor to client ratio is 1 advisor per 108 clients, but advisors may work with a higher or lower number of clients based on firm practices.Valbridge Property Advisors appraisers evaluate commercial property based on objective criteria and in-depth knowledge of the local Louisville market. ... Louisville, KY 40222 Phone: (502) 585-3651 | Fax: (502) 585-3651. PROUDLY SERVING. ... Valuations of property for financial reporting, including goodwill impairment, ...Over 11 years experience as a financial advisor. BS degree in Finance, University of Detroit and MBA, University of Michigan. Concentration in long term financial planning to meet clients goals ...You worked hard to earn and save your money, and you want to be sure you’re making the most out of — and with — all that cash. Knowing how to grow your savings and meet financial goals aren’t skills that come naturally to everyone.If you’re a beginning investor, there’s a lot you can do on your own to get started building your portfolio. But as you advance, you’ll probably notice that investing can get complex and decisions can get more involved than you anticipated.Born and raised in Louisville KY., a Saint Xavier High School graduate. After Saint Xavier, I attended the University of Dayton in Ohio to play baseball, a three-year varsity pitcher, where I received my Bachelor of Arts in Biology.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 ...Nov 17, 2023 · 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). Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. ... 9750 Ormsby Station Rd, Ste 102 // Louisville, KY 40223-4037 ...Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5020 | 800-998-7686 Fax: 502-561-5097

130. Collective years of experience. We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for ...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 …View J. Chris Bohnert’s profile on LinkedIn, the world’s largest professional community. J. Chris has 3 jobs listed on their profile. See the complete profile on LinkedIn and discover J. Chris ...Lamkin Wealth Management stands out as a premier financial services provider Located in Louisville. Their team comprises highly skilled professionals boasting ...Instagram:https://instagram. european stock indexgood gold companies to invest inautuozonenasdaq adma Mike Snyder offers personalized financial advisor services in the Louisville, KY area. Learn about our financial advisor costs and fees. ... Financial Advisor Managing Director The Snyder Group. A financial advisory practice of … pet training insurancesolar energy company stocks Looking for a financial advisor in the LOUISVILLE area? Find a Wells Fargo Advisors office near you. Skip to main content : Find a Local ... 297 N. HUBBARDS LANE, 3RD FLOOR, LOUISVILLE, KY 40207 Phone: 502-561-5000 | 800-998-7686 Fax: 502-561-5097 About Our Branch. Our Financial Advisors. STOKES BAIRD DAVID BARNETT ... sandp ytd return 2023 Lamkin Wealth Management stands out as a premier financial services provider Located in Louisville. Their team comprises highly skilled professionals boasting ...CRD Number: 2953107. Current Firm: J.p. Morgan Securities LLC. Matt Williams (CRD# 2953107) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Louisville, KY and has over 26 years of experience in the finance industry. Similar Advisors. Colleen K. Abate. CRD# 6729610. Ameriprise Financial Services, LLC. Neil …