Fiduciary financial advisor louisville ky.

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 40222Stifel 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 ...directionsTop 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 ...

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).

A Fiduciary Advisory Firm. Jon Hagan Hicks, MBA, MSFS ... experience also includes roles as an analyst and as a research accountant before joining the J. Hagan Capital team as a Financial Advisor. ... Emma joined our team in 2023 with a demonstrated interest in banking and finance. Originally from Louisville, KY, she grew up in the South End ...

Ask the adviser to compare the costs and benefits of leaving your retirement money in your 401(k) versus investing it through the firm's IRA.You want a good-faith estimate, in writing, of what you'll pay in direct fees or sales commissions, plus any payments the adviser's firm quietly receives for selling particular mutual funds or …Our female financial advisors specialize in a variety of areas, including retirement planning, estate and trust management, investment strategies, and tax management strategies. We want to help you create a financial plan that will provide for your future and make sure you’re on the right track. ... Fiduciary Commitment. Form CRS. Contact US ...Oct 2016 - Present7 years 1 month. 2353 Alexandria Drive, Suite 100 Lexington, KY 40504. With a passion to serve my clients' best interests at all times, I have been blessed with the opportunity ...Stuart Coats, MBA, CFP® - FeeOnlyNetwork.com. About Us. For Advisors. Play. As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals.

Bahe Farnsley Advisors. Bahe Farnsley Advisors strive to provide effective solutions that …

Justin studied at Western Kentucky University. Since 2017, he has been registered as an Investment Adviser Representative and is able to provide investment advisory services. Justin utilizes tools and services to help clients pursue their financial independence. He individually works with clients to design holistic retirement strategies that ...

قبل ٣ أيام ... Apply for Investment Financial Advisor Senior - PNC Investments job with PNC in Louisville, Kentucky, United States of America.Wealth Management & Trust Services. Wealth Management. &. Trust Services. With over $14.5 billion of assets under advisement**, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.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:909 Lily Creek Road #101, Louisville, KY 40243-2808. 13: 1114: $523,728,928: ... The best way to be certain that a financial advisor is a fiduciary is to simply ask.Visit our Office in Lexington, KY. 2716 Old Rosebud Rd, Suite 180 | Lexington, KY 40509. 859-207-1501. Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice.Mary began her financial services career at Kentucky Financial Group in 1996 when she was recruited into the firm. ... Hill neighborhood of Louisville, Kentucky with their rescue cats and dogs. Contact Us 2225 Lexington Road Louisville, KY 40206. Phone: (502) 451-0600 Toll Free: (800) 966-9347. E-mail address: [email protected]; Securities and ...with an advisor. We will meet you where you are on your financial journey and help you get to where you want to be. To search for a Fidelity advisor, please use the slide bar below to indicate your current level of investable assets so we can help match you with the right level of advisors. $0. $0. $500,000. $1,000,000.

Investment expertise provided with care, diligence, and integrity. LEARN. CONNECT. 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. Get to Know Us.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! ... The existence of a fiduciary duty does not prevent the rise of potential conflicts of ...Friday 8:00 am - 5:00 pm. Credentials. Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.Start your search with this list of the top financial advisor firms in Kentucky. Then use SmartAsset’s free financial advisor matching tool to connect with local advisors. Find a …Zacks Investment Management Review. Written by investor.com. September 12, 2023. Zacks Investment Management, registered in 1992, serves 52 state (s) with a licensed staff of 67 advisors. Zacks Investment Management manages $8.4 billion and provides investment advisory services for 3,239 clients (1:48 advisor/client …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, …Visit our Office in Louisville, KY. 500 N Hurstbourne Pkwy, Suite 120 | Louisville, KY 40222. 502-412-3354. Financial Advisors in Louisville KY. Our certified financial advisors offer fiduciary services in retirement planning and wealth management.

Dec 2, 2023 · 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 ... Fiduciary & Financial Advisor, Chief Compliance Officer ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 Industrial Drive ...

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.502.326.3926. [email protected]. 4.8 / 5 rating based on 19 reviews. Start preparing for a more confident future. 3-Minute Confident Retirement ® check. We are committed to helping our clients achieve …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!May 11, 2022 · 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. 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. Paul Stropkay. CRD Number: 4007134. Current Firm: Sapphire Fiduciary Advisors, LLC. Paul Stropkay (CRD# 4007134) is an Investment Advisor Representative working at …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 ...Fiduciary & Financial Advisor, Chief Compliance Officer. Louisville/Lexington ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222 · Bowling Green ...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. 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

Investment expertise provided with care, diligence, and integrity. LEARN. CONNECT. 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. Get to Know Us.

The Investment Advisors Act of 1940 states that investment advisors have a fiduciary duty to act in their clients' best interest. This fiduciary duty is regulated by the SEC and is characterized ...

Address. 1000 Cherokee Road, Louisville, KY 40204. Map. Open in Google Maps. Learn more about Mark Thompson, a financial advisor in Louisville, KY with the US News Advisor Finder.About Raymond James. Diversity & Inclusion. All Access - Careers Blog. Careers at Raymond James. Find an Advisor. ®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. ®® ." …After serving as advisor at Merrill Lynch for 23 years, Barry Barlow opened up a new practice in East Louisville on April 21 by the name of Barlow Wealth Advisors — and he took four team members ...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 ... Fiduciary & Financial Advisor. Connie Fortney. 401(k) Rollover Specialist ... Louisville – 8303 Shelbyville Road, Louisville, KY 40222. Bowling Green – 2451 ... 9100 Shelbyville Road, Suite 150,, Louisville, KY 40222. Phone. 502.253.9366. ... Mercurio Wealth Advisors does not make any representations or warranties as to the ...3001 South Preston Street. Louisville KY 40217. More Info. Pnc Investments. 101 South 5th Street 3rd floor. Louisville KY 40202. More Info. Pnc Investments. 4257 Outer Loop.A Fiduciary Advisory Firm. Jon Hagan Hicks, MBA, MSFS ... experience also includes roles as an analyst and as a research accountant before joining the J. Hagan Capital team as a Financial Advisor. ... Emma joined our team in 2023 with a demonstrated interest in banking and finance. Originally from Louisville, KY, she grew up in the South End ...Choosing a locally based advisor can be challenging, especially given the number of financial advisors in Kentucky. Finding the right advisor has a lot to do with figuring out the proper fit, especially if you live outside of major cities in the Bluegrass State, like Louisville and Lexington, or the capital, Frankfort. 4: Moneywatch Advisors, Inc. Find an Advisor Read Review. $209,950,052: No set account minimum: Financial planning; Portfolio management; Selection of other advisors ...

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 ...502.329.5000. 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 ... A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 16 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.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.Instagram:https://instagram. short term treasury etf vanguardfdhy stockhow much is kennedy half dollar worthwhat time is the iphone 15 pre order Zacks Investment Management Review. Written by investor.com. September 12, 2023. Zacks Investment Management, registered in 1992, serves 52 state (s) with a licensed staff of 67 advisors. Zacks Investment Management manages $8.4 billion and provides investment advisory services for 3,239 clients (1:48 advisor/client … jetblue pilotsgeneral electric dividend 1212 Bath Avenue, Suite 401 Ashland, KY 41101 Office: 606-325-0404 Fax: 866-571-8340 Email: [email protected] 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. Brian Haehl with Limestone Wealth Advisors in Louisville, KY is here to help you with all of your ... best budget internet Program Description. VA's Fiduciary Program was established to protect Veterans and other beneficiaries who, due to injury, disease, or due to age, are unable to manage their financial affairs. VA will only determine an individual to be unable to manage his or her financial affairs after receipt of medical documentation or if a court of ...Find Your Advisor Match. PERSONALIZED ADVICE. FOR PORTFOLIO SIZE OF 100K AND ABOVE. Answer a few questions and get matched. with 2-3 advisors based on your needs.Dec 2, 2023 · 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 ...