Newtop financial advisors louisville ky. 401 South 4th Avenue, Suite 910, Louisville, KY 40202 Main: 502.371.9850 // Toll Free: 844.371.9850 // Fax: 502.371.9849 Map and Directions

Tommy believes that our Advisors serve their clients the best when they get to know them deeply enough to provide them with a comprehensive financial plan that guides the Advisor/client relationship. Tommy is a graduate of The University of Kentucky with over 25 years working in the financial services industry as a Portfolio Manager, Wealth ...

Newtop financial advisors louisville ky. Toby Nutt Financial Advisor. 502.259.2541. Toby graduated from Waggener High School in 1978 and then from Ole Miss in 1982 with a Bachelor of Business Administration degree. He has spent his entire career within the financial services industry. Starting at First National Bank of Louisville, where he was until 1992, and then joining JC Bradford ...

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Use SmartAdvisor Match to research all the financial advisors in Louisville, KY. Explore every advisor near you for their certifications, employment history and disclosures. Then match with a financial advisor and get started on your financial plan today! ... Find Financial Advisors in Louisville, KY (D-J) Diane Medley Dianna Saylor Dianna ...Top 10 Best Tax Advisor in Louisville, KY - May 2024 - Yelp - Dennis C Healey, EA, H&R Block, Dark Horse CPAs, Stober's Tax Service, Highlands Tax & Accounting, On Account of Robin, Majato Tax Service, MCS Tax, BHG CPAs and Advisors, The Neighborhood Tax Office

We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service. Wealth Management Services Small Business 401(k) Services. We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating …1195757-0621. Meet the J. Hagan Capital financial services team out of Louisville, Kentucky. Jon Hicks, Mathew Koole, and the rest of the team are ready to help start your financial planning today!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 help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service. Wealth Management Services Small Business 401(k) Services. We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating …If you’re looking for a yoga studio in Louisville, KY that provides a peaceful and rejuvenating experience, Exhale Yoga is the perfect choice. With its serene ambiance and highly t...Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5046 | 800-998-7686 Fax: 502-561-5097Kentucky Planning Partners is an Investment Planning and Wealth Management firm that offers services very much needed in today’s environment. It is my focus to lead this organization's success by measuring and constantly striving to improve the overall satisfaction of our clientele. Whether it involves written financial planning, fee-based ...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 ...We help individuals and families achieve their goals with detailed financial planning, tailored investment portfolios and proactive, high-touch client service. Wealth Management Services Small Business 401(k) Services. We offer customized solutions to simplify day-to-day 401(k) management responsibilities for small- to medium-sized businesses, including navigating …500 North Hurstbourne, Suite 300, Louisville, KY 40222. Learn more about William Benoit, a financial advisor in Louisville, KY with the US News Advisor Finder.

Our Louisville, KY financial advisor team offers extensive 401(k) planning for companies as well as individualized benefits for their employees. 401(k) Rollover. When transitioning to a new job, it can be challenging to know the best way to deal with the money you've accumulated in a previous Louisville, KY employer's 401(k) plan.Michael P. Saunders is a financial advisor at Cetera Investment Advisers LLC in Louisville, Kentucky. Contact Michael Saunders for financial advice today. ... Ameriprise Financial Services, Inc. Louisville, KY Mar 1994 - Nov 2019 25; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Jun 1994; S65 NASAA Investment Advisors ...Get more information for Edward Jones - Financial Advisor: Reece Stephens in Louisville, KY. See reviews, map, get the address, and find directions. ... Louisville, KY 40272 Hours (502) 933-7422 Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and …

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. ... Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4174 | 800-998-7686 Fax: 502-561-5097

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.

Legacy Financial Independent Advisors. 100 Mallard Creek Road, Suite 402, Louisville, Kentucky 40207. (502) 873-0521.Stonex Advisors is a financial advisory firm with an office in Louisville, KY. The advisory team at Stonex Advisors includes 242 advisor(s). The average advisor to client ratio is 1 advisor per 38 clients, but advisors may work with a higher or lower number of clients based on firm practices.Josh is a graduate of Eastern Kentucky University and a Certified Kingdom Advisor®. He maintains the FINRA Series 7 General Securities Representative license and is a licensed life and health insurance agent in several states.DAVID BARNETT 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. ... DAVID BARNETT Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-423-6224 ...John T. Cooper is a financial advisor at Pnc Investments in Louisville, Kentucky. Contact John Cooper for financial advice today. Resources; About Us; Help; For Advisors; Overview; ... Louisville, KY Apr 2017 - Current 7; Pnc Investments Louisville, KY Nov 2009 - Apr 2017 7; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination

Top 10 Best Financial Services Near Louisville, Kentucky. 1 . Restarting Futures. “If you have ever experienced a glitch or two in your credit, YOU NEED TO GO SEE THEM. I used to have excellent credit, then a divorce and slow economy being…” more. 2 . Multiple Option Mortgage Services.Schwab Branch, Louisville. 295 N. Hubbards Lane, Suite #101 Louisville, KY 40207502.329.5000. 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 or turbulent markets—and we are well-positioned to help you ...A familiar name in the Louisville wealth management space has started a new venture. After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East ...Best Financial Services in Louisville, KY - Restarting Futures, Multiple Option Mortgage Services, Dennis C Healey, EA, American Fortune, Highlands Tax & Accounting, L&N Federal Credit Union, Fidelity Investments, Salomon Financial Group, Adam Sparks - State Farm Insurance Agent, ARGI Financial [email protected] 502.653.6815. View more. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Meet with our financial advisors in Louisville ...1300 Clear Springs Trace Ste #3 Louisville, KY 40223 Phone: 502-742-4031. Fax/Other: 502-742-4082. E-mail: [email protected]; Meet the Front Office Team ... Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.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] ...Financial Advisor. David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 5.0 / 5 rating based on 26 reviews. See disclosures. Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.9750 Ormsby Station Rd Ste 102 Louisville, KY 40223-4037; ... FOR FAMILY AND BUSINESS. Simply put, we help families and business owners plan, organize and execute on every important financial decision in their lives. ... Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. ...May 14, 2024 · Limestone Wealth Advisors. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.894.9366. Email us. Client Satisfaction 5.0 / 5 rating based on 32 reviews. See disclosures.Simplifying Finance, Growing With Confidence. At Meritrust Wealth Management, we're committed to simplifying your financial journey while focusing on achieving your unique goals. Whether you're a business owner navigating complex financial landscapes or an individual seeking clarity in your financial future, our team is here to guide and ...502.653.6815. [email protected]. Client Satisfaction 5.0 / 5 rating based on 24 reviews. See disclosures. Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.We deliver a holistic approach to wealth management, serving as a trusted partner that connects all facets of your financial life.Toby Nutt Financial Advisor. 502.259.2541. Toby graduated from Waggener High School in 1978 and then from Ole Miss in 1982 with a Bachelor of Business Administration degree. He has spent his entire career within the financial services industry. Starting at First National Bank of Louisville, where he was until 1992, and then joining JC Bradford ...Since 2014. Accredited Wealth Management is one of the best Financial planners in Louisville, Kentucky. The Firm functions as a self-governing Registered Investment Advisor (RIA), offering comprehensive financial services beyond mere money management. The firm is a fee-only wealth management firm that prioritizes teamwork and stewardship ...4969 US Highway 42 Ste 1600 Louisville, KY 40222-6390 T: 502.329.2938 F: 855.545.1250. Map and Directions Map and Directions. Prev Bio . ... Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may ...

Our Louisville, KY financial advisor team offers extensive 401(k) planning for companies as well as individualized benefits for their employees. 401(k) Rollover. When transitioning to a new job, it can be challenging to know the best way to deal with the money you've accumulated in a previous Louisville, KY employer's 401(k) plan.People who searched for financial advisor jobs in Louisville, KY also searched for investment advisor, mutual fund wholesaler, investment banking analyst, financial associate, loan officer, financial analyst, financial counselor, investment consultant, financial adviser, finance advisor. If you're getting few results, try a more general search ...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.Apr 16, 2023 · 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 ...Become a financial advisor or representative. As a Northwestern Mutual financial advisor or representative at the Louisville office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award ...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 42101.9750 Ormsby Station Rd Ste 102 Louisville, KY 40223-4037; ... FOR FAMILY AND BUSINESS. Simply put, we help families and business owners plan, organize and execute on every important financial decision in their lives. ... Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. ...Frank Thompson is a financial advisor in Louisville, KY. He has been in practice for 14 years, the last 9 years at Morgan Stanley Private Bank, National Association.

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 ...Jan 12, 2023 · Learn more about financial and wealth management services from MVHBR Wealth Management Group, financial advisors in Louisville, KY 40222.Amy S. Jones is a financial advisor at Barlow Wealth Partners, LLC in Louisville, Kentucky. Contact Amy Jones for financial advice today. ... Louisville, KY Apr 2023 - Current 1; Bank Of America, Na Louisville, KY Dec 2009 - Apr 2023 13; Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Branch Manager with AXA Advisors -Louisville, KY-2002-2005 Senior Managing Associate -New England Financial (DBA Kentucky Planning Partners)-Louisville, KY 2005-2006 ... KY 2005-2006 Founder and CEO-Kentucky Planning Partners, LLC-Louisville, KY-2005-Present. Professional Credentials. CFP® - Certified Financial Planner™ Practitioner CLTC ...Firm 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.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.Michael Whitney. CRD Number: 3083310. Current Firm: Charles Schwab & Company, Inc. Michael Whitney (CRD# 3083310) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Louisville, KY and has over 25 years of experience in the finance industry. CONTACT.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.Schwab Branch, Louisville. 295 N. Hubbards Lane, Suite #101 Louisville, KY 40207See more reviews for this business. Top 10 Best Financial Advisor in Lexington, KY - May 2024 - Yelp - Wrenne Financial Planning, Keystone Financial Group, ABRI, Legacy Consulting Group, Dupree Financial Group, Edward Jones - Financial Advisor: Sherry R LeMaster, Family Financial Partners, ProActive Advisors, Charles Schwab, JT Davis 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.Limestone Wealth Advisors. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.894.9366. Email us. Client Satisfaction 5.0 / 5 rating based on 32 reviews. See disclosures.Our Louisville office provides audit, tax, and consulting services to clients across multiple industries, including financial services, nonprofit, construction, real estate, and manufacturing and distribution. ... Our experienced advisors offer solutions for clients in all 50 states and internationally. Tap into national insight and resources with experienced …Louisville's Financial Advisory Firms Ranked by Local financial advisers: 2023 Locally Researched by: Allison Stines , Louisville Business First Sep 08, 2023, 6:00am EDT Revised: Nov 13, 2023, 8 ...2 days ago · Thomas D. Fischer LLC is a Louisville-based financial planning firm that assists clients in investments, insurance, tax, financial plans, and insurance. Its team provides advice on income tax returns, brokerage accounts, IRAs, 403 (b) plans, and wealth preservation.Floor 04. Louisville,KY 40222. Directions. (502) 329-5009. (502) 329-5009. Contact us. Learn more about an advisor's background on. FINRA's BrokerCheck. Thomas and Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and …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;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 ...

Forbes: Top Wealth Advisors in Kentucky - 2023; Forbes: Top Wealth Advisors in Kentucky - 2022; Forbes: Top Wealth Advisors in Kentucky - 2021; ... Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. ...

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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...ProActive Advisors, LLC is a Lexington-based financial advisory company that provides investment planning and long-term financial planning. ProActive Advisors, LLC was founded in 2006 by Lawrence S. York, who has more two decades of brokerage experience. Services include money management, comprehensive financial planning, retirement planning ...Whatever your accounting or consulting needs, our experienced professionals can help simplify your life. 101 South Fifth Street. Suite 3800. Louisville, KY 40202. 502.581.0723.4969 US Highway 42 Ste 1600 Louisville, KY 40222-6390 T: 502.329.2938 F: 855.545.1250. Map and Directions Map and Directions. The Power of Planning ... Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for ...Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-423-6225 | 800-998-7686 Fax: 502-561-5097Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP ® certification mark, the CERTIFIED FINANCIAL PLANNER ™ certification mark, and the CFP ® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification …Sam C. Ellington is a financial advisor at Robert W. Baird & Company Incorporated in Louisville, Kentucky. Contact Sam Ellington for financial advice today. ... Louisville, KY Apr 2020 - Current 4; Hilliard Lyons Trust Company Louisville, KY Apr 2020 - Apr 2020 < 1; Pnc Wealth Management Louisville, KY Dec 2014 - Apr 2020 5; J.p. Morgan ...Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs. Insurance solutions to help protect you and your family. Annuity solutions that help balance protection, tax deferral and guaranteed income in retirement. Cash management solutions to help cover your everyday essentials.

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