2024 Louisville financial advisor - A financial advisor can help you plan for retirement and provide investment advice to grow your wealth. But working with an advisor is a long-term commitment that requires time and money.

 
Louisville, Kentucky is the proud hometown of the Kentucky Derby, the most famous horse race in the U.S. It is a fast-growing tourist destination, and it’s not hard to see why—the city has far more to offer than its equestrian activities.. Louisville financial advisor

A financial advisory practice of Ameriprise Financial Services, LLC. An Ameriprise Platinum Financial Services ® Advisor. 502.365.4600. [email protected] Ramsey is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals. Kezia Ramsey, Financial Advisor in Louisville, KYEverything you need from insurance to investments to financial planning, all in one place. Get in touch with your Louisville, KY Northwestern Mutual ...Client Center. MN Office: 1 (952) 927-4011. MD Office: 1 (410) 381-8121. Schedule a Call.Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. ARGI Investment Services is a registered investment advisor (RIA) with billions in client assets under management (AUM). Based in Louisville, Kentucky, the firm serves individuals, business owners, certain institutions and more. Its are spread across five other cities, including Grand Rapids, Michigan, and Cincinnati. The firm holds the top ...Financial Advisor. Donald entered the financial planning industry over 26 years ago. He specializes in wealth transfer, retirement preparedness, tax and estate planning. Donald was the first advisor to join Family Wealth Group when it was started and is a main contributor to the success of Family Wealth Group.Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals.Licensed and active in all 50 states, BOK Financial Advisors is a full-service investment firm serving the needs of investors nationwide. BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies. 1. Use an online financial advisor matching service. It can take a while to find the right financial advisor, but some services will match you with an advisor in your area for free. Typically, the ...Randy Deaton is a financial advisor operating out of Louisville, Kentucky with a total of 6 years of relevant experience. Deaton is currently employed by Usa Financial Securities Corporation. Throughout their career, Deaton has worked at Hillard Advisors, LLC, Commission Express, American Prosperity Group, United Planners' …Fee type. Typical cost. Assets under management (AUM) 0.25% to 0.50% annually for a robo-advisor; 1% for a traditional in-person financial advisor. Flat annual fee (retainer) $2,000 to $7,500 ...1 Ameriprise Financial Q1 2023 Earnings Release.; 2 The Most Trusted Financial Companies Survey is conducted by Investor’s Business Daily and TechnoMetrica Market Intelligence, ranking financial companies based on consumer trust. The study was conducted in two phases, with 691 individuals responding to Phase 1 in June and July …The Morgan Stanley Wealth Management Financial Advisor Associate (FAA) Program is a rigorous, demanding, and intense 36-month training and development program. At the end of the program lifecycle, Financial Advisor Associates are fully prepared to take their place among our elite Financial Advisor workforce. However, even before you apply, you ...The Morgan Stanley Wealth Management Financial Advisor Associate (FAA) Program is a rigorous, demanding, and intense 36-month training and development program. At the end of the program lifecycle, Financial Advisor Associates are fully prepared to take their place among our elite Financial Advisor workforce. However, even before you apply, you ...Join Wells Fargo Investment Institute strategists for a conference call discussing the outlook for the economy, markets, and investments in 2024. With the elections one year away, Wells Fargo Investment Institute summarizes the key issues it sees having the greatest impact on investment strategy in 2024 and beyond.Gunman livestreamed mass shooting at Louisville bank that left 5 dead and 8 injured, police say. The gunman fired the weapon inside the bank for about a minute and then appeared to wait a minute ...Louisville, Kentucky, United States ... Financial Advisor, Financial Services Representative, Investment Advisor Representative at Barnum Financial Group Shelton, CT. Jeremy Fager ...Encore Wealth Management Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.412.4050. Email us. Client Satisfaction 4.9 / 5 rating based on 87 reviews. Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.For advisors eyeing where the next year will lead them, here are the top financial advising trends for 2023: Engagement. Defensive planning. Tax and estate planning technology. Banking and wealth ...Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ...Providing not only a full service and partial service package but also complimentary consultations, A Thorough Fare is an ideal choice for Louisville-based wedding celebrations. Portfolio: Checkout their portfolio. Address: Louisville, KY 40202. Phone: 502-228-8817. Profile: A Thorough Fare. Facebook: A Thorough Fare. Instagram: A Thorough FareSearch Financial advisor jobs in Louisville, KY with company ratings & salaries. 57 open jobs for Financial advisor in Louisville.Our Advisor Development Program is for those who may not have ever seen themselves working in financial services, and the perfect opportunity to transition from another role or a break from the workforce. This 24-36 month rotational program provides you with banking and investments knowledge and all of the mentorship and coaching needed to ...The Financial Advisors at our Louisville, KY office are a team of highly-knowledgeable professionals - many of whom are veterans or military spouses themselves. Visit us today to get started. Find An Advisor. Michael Parker. 300 High Rise Drive. Suite 102. Louisville, Kentucky (502) 632-2400 (502) 632-2400.LARRY CARTER 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: 502-561-5054 [email protected]. Office Locations. Jon Lintner is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve …23-Oct-2023 ... Desired skills: • Proven ability to partner and promote lead generation. • Experience balancing investment management, sales activities and new ...Apr 28, 2023 · The first step is to figure out what kind of financial advice you need–whether that be estate planning, saving for retirement, or simply seeking the best way to invest your savings. This will ... 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 ...When you work an Ameriprise financial advisor, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. Start the conversation.Encore Wealth Management Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.412.4050. Email us. Client Satisfaction 4.9 / 5 rating based on 87 reviews. Apr 16, 2023 · 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 ... 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 website for additional details. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.Nov 13, 2023 · Find the best financial advisor in Louisville, KY. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management. The average salary for a Financial Advisor is $68253 per year in Louisville, KY. Click here to see the total pay, recent salaries shared and more!LARRY CARTER 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: 502-561-5054 ...ETF investing. Get versatility and liquidity at a low-cost. Deepen client relationships and enhance your practice with Vanguard Advisor’s Alpha and our suite of active and passive products.J PATTY 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: 502-561-5046 ...The Investment Policy Committee is our five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The Investment Policy Committee has over 150 years of combined industry experience. Stability and longevity help build consistency with your investment strategy. Learn More About Our Leadership. Reliant Wealth Planning is Your Financial Planner in Louisville, KY. Reliant is a Registered Investment Advisor. Certain representatives of Reliant are also Registered …2023 2022 2021 2020 2019. Top 1200 Top Women Independent Top 100 Top Teams Institutional RIA Firms Find an Advisor. Barron's published its first advisor ranking in 2004 to shine a spotlight on the ...You might pay $100 an hour or $150 or even $200 an hour for that work. But again, recognize this in the context of the value of your own time as a financial advisor. The simple math is if you work 40 hours a week for 50 weeks a year, there's about 2,000 hours a year of working time.As Louisville Business First previously reported, one of those new financial centers may be in St. Matthews, where the bank initially filed plans to raze a former Outback Steakhouse to construct a ...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.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! The average FINANCIAL ADVISOR SALARY in Louisville, KY, as of November 2023, is $43.12 an hour or $89694 per year. Get paid what you're worth! Explore now.Licensed and active in all 50 states, BOK Financial Advisors is a full-service investment firm serving the needs of investors nationwide. BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies.Dwight Rich, Certified Financial Planner®,RSSA® ... Hello, I'm Dwight. I really enjoy helping people achieve their financial goals and I've been doing so for over ...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 …2023-2024 Free Application for Federal Student Aid (FAFSA) Students currently enrolled or planning to enroll in coursework at the University of Louisville for the fall 2023, spring 2024, and/or summer 2024 semester that haven't already completed the 2023-2024 FAFSA should do so as soon as possible. Faculty/Staff. Now accepting presentation proposals for the Spring Advising Summit being held on Friday, March 1, 2019. Submissions due by Friday, February 15, 2019. Academic advising is a collaborative relationship between the student and the advisor. The University of Louisville provides many resources to facilitate this relationship.Hibernia Wealth Partners was established in 2015 and received its SEC registration as a registered investment advisor (RIA) in 2022. The firm is solely owned by its founder Paul V. Saltaformaggio, who also serves as the managing member and chief compliance officer. The firm is also known as Hibernia Wealth Management.Gunman livestreamed mass shooting at Louisville bank that left 5 dead and 8 injured, police say. The gunman fired the weapon inside the bank for about a minute and then appeared to wait a minute ...As with other personal loans, amounts range from $1,000 to $100,000, and APRs usually range from 6% to 36%. Qualifications for HVAC financing vary by loan type and lender, but applicants should ...Financial advisors charge a flat fee of $1,000 to $3,000 for the one-time creation of a comprehensive financial plan and hourly fees of $120 to $300 for ongoing service, or 0.65% to 1.65% of total assets under management annually. Robo-advisor fees range from 0.25% to 0.89% annually. Average financial advisor cost annually - chart.A financial advisor can help you plan for retirement and provide investment advice to grow your wealth. But working with an advisor is a long-term commitment that requires time and money.Louisville, CO 80027 Phone Number 720-647-6501. Curt grew up in Northern Colorado and graduated from the University of Colorado Boulder. After a decade plus in corporate financial services Curt saw the importance of independent advice and created a firm to help optimize your household financial picture.About FPA Kentuckiana ... Since the year 2000, the FPA™ Kentuckiana has sought to foster the value of financial planning and advance the financial planning ...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.Learn more about financial and wealth management services from Holley, McCauley & Associates, financial advisors in Louisville, KY 40222.Intern. [email protected] 502.412.4050. View more. The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department ... Louisville, KY 40207-8230. Phone 502.894.9366. Fax 502.721.8497. ... 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 website for additional details.Advancing success through information, community, and advocacy since 1931. Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating Members and stakeholders and working with the government to improve the general economy.For advisors eyeing where the next year will lead them, here are the top financial advising trends for 2023: Engagement. Defensive planning. Tax and estate planning technology. Banking and wealth ...As with other personal loans, amounts range from $1,000 to $100,000, and APRs usually range from 6% to 36%. Qualifications for HVAC financing vary by loan type and lender, but applicants should ...The price range for this service is significant—from $50 to $300 overall, depending on how many locks you need changed and what types of locks you want. On a per-lock basis, the cost is between ...A Louisville financial advisor for seniors can help your loved one get on the right track. Seasons is a free online resource that can help you find a great advisor to secure your loved one’s financial future. Showing 10 Businesses. Saling Wealth Advisors. Louisville, KY.Louisville HVAC & Air Conditioning Contractors are rated 4.6 out of 5 based on 369 reviews of 369 pros. The HomeAdvisor Community Rating is an overall rating based on verified reviews and feedback from our community of homeowners that have been connected with service professionals. See individual business pages for full, detailed reviews. About ...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. Connecting you to the deep resources of UBS. By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks. Your life, wealth and future. UBS Wealth Way.The firm relies on a diversification strategy in to reduce investment risk, and offers a comprehensive range of financial services that include. $22,400,251,340. New York, NY 10022. https://tiedemannadvisors.com…. Tiedemann Advisors is a fee-only firm, which means all of its compensation comes from client-paid fees.How much does a Financial Advisor make in Louisville, Kentucky? As of Oct 31, 2023, the average annual pay for a Financial Advisor in Louisville is $88,893 a year. Just in case you need a simple salary calculator, that works out to be approximately $42.74 an hour. This is the equivalent of $1,709/week or $7,407/month.Best Financial Advisory Firms USA Today 2023. Top US-Based Fee-Only Registered Investment Adviser InvestmentNews 2016 - 2023. Citywire 50 Growers Across America Citywire 2023. As of 9/30/2023. Includes Fisher Investments and its subsidiaries. How We Can Help. Personal Wealth Management.A wealth management Louisville firm’s core responsibility is to manage a client’s investible portfolio, ensuring performance and security, while at the same time, giving the client the luxury of agood night’s sleep. To know more about how a wealth manager can help individuals or families with 10+Million investible net worth, go through ... Helping our clients, their families and friends stay focused on their long-term financial goals is our top priority. Because of this, we're proud to share that Dean Donohue has been recognized on 3 industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2023; Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022; AdvisorHub's Fastest Growing ...2023 2022 2021 2020 2019. Top 1200 Top Women Independent Top 100 Top Teams Institutional RIA Firms Find an Advisor. Barron's published its first advisor ranking in 2004 to shine a spotlight on the ...Typical costs of financial advisor fees. For flat fees, you might pay a fixed rate of $7,500 if you have around $65,000 in investable assets. For those with slightly more to manage, the fixed fees ...Gary has been a financial advisor for 18 years, helping individuals, as well as, families organize and plan their financial lives. In July of 2015, ...Jon Lintner, Financial Advisor in Louisville, KY 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 Key tax considerationsLouisville financial advisor

Upon graduating from the University of Louisville with a BS/BA in Finance, he entered the financial planning world as a Para-Planner with American Express .... Louisville financial advisor

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Find the best financial advisors in Louisville, Kentucky for your financial planning needs. We round up the top financial advisors in the Louisville, Kentucky, …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 ... 221 Financial Services Advisor jobs available in Louisville, KY on Indeed.com. Apply to Financial Advisor, Account Manager, Client Services Associate and more!ARGI Investment Services is a registered investment advisor (RIA) with billions in client assets under management (AUM). Based in Louisville, Kentucky, the firm serves individuals, business owners, certain institutions and more. Its are spread across five other cities, including Grand Rapids, Michigan, and Cincinnati. The firm holds the top ...FINANCIAL ADVISOR - Louisville. Stock Yards Bank and Trust. Louisville, KY 40241. Estimated $72.2K - $91.4K a year. Full-time. Easily apply: Meet prospects to analyze ...FINANCIAL ADVISOR - Louisville. Stock Yards Bank and Trust. Louisville, KY 40241. Estimated $72.2K - $91.4K a year. Full-time. Easily apply: Meet prospects to analyze ...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 ...Our Mission: To honor your journey toward a financial future filled with confidence and security. Our Vision: To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion. Our Values: Integrity. Wellbeing. Meaningful relationships. Excellence.Find the right Morgan Stanley advisor for your wealth management. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. Specialties: 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. Established in 2002. Founded in 2002 by Matt Dicken, …We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. Start the conversation. Deep resources, global access. As UBS Private Wealth Advisors, we can work with you to address your most sophisticated wealth challenges. With access to our global platforms and the financial and intellectual strengths of our experts in Wealth Management, Asset Management and our Private and Investment Banks, you’ll have opportunities to find …Debt consolidation advisors and companies typically evaluate your high-interest debt and financial resources and develop a plan to cut the high interest rates and get you a lower monthly payment.2. Browse Networking Sites. Thanks to the internet, there are tons of ways to find events, conferences, and specifically networking-focused events, all categorized by geographic location. Meetup — Explore free and low-cost in-person meet-ups in your industry, whether it’s beauty, tech, photography, or something else.Louisville, Kentucky, United States ... Financial Advisor, Financial Services Representative, Investment Advisor Representative at Barnum Financial Group Shelton, CT. Jeremy Fager ...Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Louisville, KY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions.You might pay $100 an hour or $150 or even $200 an hour for that work. But again, recognize this in the context of the value of your own time as a financial advisor. The simple math is if you work 40 hours a week for 50 weeks a year, there's about 2,000 hours a year of working time.Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ...Financial advisors offer a range of services that help you optimize your finances. So, whether you need assistance with managing a large inheritance your investment portfolio, a financial advisor can provide expertise and clarity. In addition, services can be as general or specific as you want. For instance, you can authorize your …Louisville, KY 40207; Contact Information (502) 308-4270; [email protected]; 3700 Brownsboro Road Louisville, KY 40207; Our Services. Retirement Planning; ... Top 1,200 Financial Advisors: State-by-State as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations.Results 1 - 30 of 208 ... Financial advisors in Louisville, KY · 1.Commonwealth Financial Advisors · 2.Financial Advisors U.S. Bancorp Investments · 3.Financial ...Salary Search: Financial Advisor - Louisville and surrounding area salaries in Louisville, KY; See popular questions & answers about Thrivent; Director Financial Planning and Analysis. St. Matthews Pharmacy. Hybrid remote in Louisville, KY 40207. $140,000 - $155,000 a year. Full-time.Licensed and active in all 50 states, BOK Financial Advisors is a full-service investment firm serving the needs of investors nationwide. BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies. Kentuckiana Comfort Center is a licensed HVAC business serving residential and commercial customers in the Louisville area for nearly 40 years. The business provides furnace and air conditioner installation, repair and service, and specializes in air quality with duct-cleaning service. Kentuckiana Comfort Center is available 24/7 for emergencies.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. Review tax planning strategies throughout the entire year, not just during tax season.Wealth Management & Trust Services. The Louisville financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial …A Louisville financial advisor for seniors can help your loved one get on the right track. Seasons is a free online resource that can help you find a great advisor to secure your loved one’s financial future. Showing 10 Businesses. Saling Wealth Advisors. Louisville, KY.Bedel Financial Consulting. $1.2 billion in total assets under management across more than 3,800 accounts. No minimum investment required. $5,000 minimum annual fee. One of WealthManagement.com's Top 25 Women-Owned RIAs nationwide. Location. 8940 River Crossing Blvd., Ste. 120. Indianapolis, IN 46240.Jul 12, 2023 · Fee type. Typical cost. Assets under management (AUM) 0.25% to 0.50% annually for a robo-advisor; 1% for a traditional in-person financial advisor. Flat annual fee (retainer) $2,000 to $7,500 ... Matthew Petty is a financial advisor in Louisville, KY. They have been in practice for 19 years, the last 19 years at PNC Investments. No Certifications. 19 Years Experience. 1 Fee Structure for ...Finding the Top Financial Advisor in Louisville, Kentucky. Last Updated - November 18, 2023. 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.Financial Advisor. Donald entered the financial planning industry over 26 years ago. He specializes in wealth transfer, retirement preparedness, tax and estate planning. Donald was the first advisor to join Family Wealth Group when it was started and is a main contributor to the success of Family Wealth Group. Since April 2012, Argent’s Louisville, Kentucky team, led by Nicole Nally, has secured a state-wide reputation for thoughtful and objective financial services with proven expertise in investments, discretionary trusts, special needs trusts, directed trusts for closely held assets of every kind and planning for family governance and tax reduction. We protect, manage …The Abney Financial Group offers personalized financial advisor services in the Louisville, KY area. Learn about our financial advisor costs and fees. Financial …Advancing success through information, community, and advocacy since 1931. Financial Executives International connects financial leaders through exchanging ideas about best practices, defining the profession, educating Members and stakeholders and working with the government to improve the general economy.Everything you need from insurance to investments to financial planning, all in one place. Get in touch with your Louisville, KY Northwestern Mutual ...A Louisville financial advisor for seniors can help your loved one get on the right track. Seasons is a free online resource that can help you find a great advisor to secure your loved one’s financial future. Showing 10 Businesses. Saling Wealth Advisors. Louisville, KY.Louisville KY 40299. Contact Info. 502-267-5433 ... through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and [dba ... MBA, CFA ® Branch Manager 502.326.3913 [email protected] My financial advisory services and costs I work with you to determine the service and solutions that …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!For advisors eyeing where the next year will lead them, here are the top financial advising trends for 2023: Engagement. Defensive planning. Tax and estate planning technology. Banking and wealth ...Debt consolidation advisors and companies typically evaluate your high-interest debt and financial resources and develop a plan to cut the high interest rates and get you a lower monthly payment.5.0 (3) · Louisville, KY. Seed and Seal Events is a wedding events planning company based in Louisville, Kentucky, specializing in affordable services that ensure everyone. $1,400. Request pricing. View 18 more photos.Dwight Rich, Certified Financial Planner®,RSSA® ... Hello, I'm Dwight. I really enjoy helping people achieve their financial goals and I've been doing so for over ...Encore Wealth Management Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.412.4050. Email us. Client Satisfaction 4.9 / 5 rating based on 87 reviews. Richard Robinson is a financial advisor in Louisville, KY. He has been in practice for 15 years, the last 13 years at Private Client Services LLC. No Certifications. 15 Years Experience. 3 Fee ...Indyfin matches you with well-suited fiduciary financial advisors in or nearby Louisville based on your specific situation. Our matchmaking algorithm also searches for fiduciary financial advisors for you on a nationwide basis, in case there is a better suited match based on your needs. Author: Akshay Singh, CPWA ® Title: Indyfin President ...Learn more about Louisville, KY Branch Office in Louisville, KY. Providing wealth management services. Louisville, ... Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you.Since April 2012, Argent’s Louisville, Kentucky team, led by Nicole Nally, has secured a state-wide reputation for thoughtful and objective financial services with proven expertise in investments, discretionary trusts, special needs trusts, directed trusts for closely held assets of every kind and planning for family governance and tax reduction. We protect, manage …As a financial advisor with RBC Wealth Management, I help create financial security for individuals, families and businesses by providing a high level of service. Investors benefit from my customized approach to wealth management because it helps address their current financial needs and achieve their long-term financial goals.Louisville, KY 40208 College of Business: 502-852-6440 Student Advising Center: 502-852-7439 Contact Us College of Business: 502-852-6440 Student Advising Center: 502-852-7439 Contact Us Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. Client Satisfaction 4.8 / 5 rating based on 4 reviews.Louisville, Kentucky, United States. 672 followers 500+ connections See your mutual connections. View mutual connections with Bill ... Financial Advisor, Senior Vice President-Investments at Wells ...MBA, CFA ® Branch Manager 502.326.3913 [email protected] My financial advisory services and costs I work with you to determine the service and solutions that …See more reviews for this business. Top 10 Best House Cleaning Services in Louisville, KY - November 2023 - Yelp - Maid 2 Clean, Super Cleaning Service Louisville, Deep Blue Clean, Orangegirl Cleaning Services , A Daughter's Touch Cleaning Services, Maren's Maid Service, The Maids in Southern Louisville, Magic Maid, Maid 4 You, Sweeper.1700 Ups Drive, Suite 101, Louisville, KY 40223. Website. Website. Map. Open in Google Maps. Learn more about Paul Corley, CFP a financial advisor in Louisville, KY with the US News Advisor Finder.When you work an Ameriprise financial advisor, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. 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...Planning for the future is always a good idea, but it can also be overwhelming if you aren’t sure what to do. This is where an RIA Advisor comes in. They can help guide you to make good decisions and set you up for a financially secure futu...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 ... 78 Financial Advisor jobs available in Louisville, KY on Indeed.com. Apply to Financial Advisor, Patient Accounts Representative, Investment Consultant and ...Licensed and active in all 50 states, BOK Financial Advisors is a full-service investment firm serving the needs of investors nationwide. BOK Financial Advisors is a subsidiary of BOK Financial (NASDAQ: BOKF), a diversified regional financial services company with a geographical focus in the Southwest, Midwest and the Rockies.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 ListedThe 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. 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