Unclaimed
Samuel M. Vonderheide is an investment advisor representative at Atlas Brown. Samuel has been in the industry since June 2014 and holds Series 6, Series 63 and Series 65 licenses. Atlas Brown is a registered investment advisor headquartered in Louisville, KY. They provide financial planning and portfolio management services to individuals, businesses, corporations, high-net-worth individuals, charitable organizations and pension and profit-sharing plans. The firm manages approximately $455 million in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
07/30/2015 - Present
Atlas Brown (LOUISVILLE KY)
KY
12/02/2015 - 12/31/2018
PRIVATE CLIENT SERVICES, LLC (Louisville KY)
OH
04/21/2012 - 12/23/2013
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
IA
Issued 07/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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