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Michael Andrew Hanlein

Alexander Investment Services Co.

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About Michael Andrew Hanlein

Michael Andrew Hanlein is an Investment Advisor Representative at Alexander Investment Services Co. Michael has been in the industry since 2016 and holds licenses in Indiana and Kentucky. Michael has a diverse range of experience in providing financial advice, including portfolio management for individuals and businesses, pension consulting and financial planning. Michael holds licenses in Indiana and Kentucky, as well as several professional designations. Michael is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Michael Hanlein is currently registered with Alexander Investment Services Co.. Alexander Investment Services Co. is a Kentucky-based Corporation that was formed in July 1965. The firm provides investment advisory services to individuals, high net worth individuals, corporations, pension plans, and other clients. They specialize in financial planning, pension consulting, and portfolio management. The firm has a team of 10 licensed agents, 12 investment adviser representatives, and 13 registered representatives. They manage over $641 million in assets for their clients.
Alexander Investment Services Co.

909 LILY CREEK ROAD #101

LOUISVILLE, KY 40243-2808

$641.36M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Hanlein’s Registration & Firm History

KY

07/27/2017 - Present

Alexander Investment Services Co. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 07/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/09/2019

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/03/2018

Series 24 - General Securities Principal Examination

BC

Issued 07/17/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Hanlein.
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