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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron McGraw is a financial advisor with Fidelity Brokerage Services LLC. Aaron has been in the financial services industry since 2020. Aaron has passed the Series 66, Series 7TO, Series 9, Series 10, and SIE exams. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to conduct business in 52 states and Puerto Rico. Aaron is also an Investment Advisor Representative (IAR) in Kentucky and Texas.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Alpha Financial Partners LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Aaron Ammerman is a financial advisor with Alpha Financial Partners LLC. Aaron Ammerman has been a registered representative since 1995, and has experience in the industry. Aaron Ammerman specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alpha Financial Partners LLC is based in Lexington, KY. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

U.s. Bancorp Investments, Inc.

location

Fort Mitchell, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Perkins is a financial advisor registered with U.S. Bancorp Investments, Inc. Aaron holds Series 63, Series 6TO, and SIE licenses, and is registered in Kentucky and Ohio. Aaron has been in the industry since August 2023, specializing in various areas such as investment planning, insurance planning, retirement planning, and estate planning. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Aaron McClellan is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Aaron has been in the financial industry since October 29, 2018. Aaron is registered with the Securities and Exchange Commission (SEC) and with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Ackerson is a financial professional registered with Fidelity Brokerage Services LLC. Aaron has been in the securities industry for over 200 days, having started their career on May 25th, 2023. The advisor is currently licensed in 51 states, with a Series 63, Series 7TO and SIE securities license.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

CRESTVIEW HILLS, KY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Seyfried is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since 2008. Aaron is registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Missouri, North Carolina, Ohio, South Carolina, Texas, Washington and Wisconsin. Aaron has passed the Series 7 and Series 66 examinations and is also a Certified Financial Planner. Aaron is a highly experienced advisor and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

LEXINGTON, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Ball is an investment advisor representative with Cetera Investment Advisers LLC in Lexington, Kentucky. Aaron has been in the securities industry since July 2012. Aaron is registered with the state of Kentucky. Aaron is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Louisville, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Kinsey is a registered representative with Edward Jones. Aaron's career in the financial services industry began in August 2023. Aaron holds a Series 7TO, Series 66, and SIE license and is registered in 14 states for both broker-dealer and investment advisor activities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Northwestern Mutual Investment Services, LLC

location

LOUISVILLE, KY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Young is a financial advisor with Northwestern Mutual Investment Services, LLC and has been in the industry since August 19, 2008. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, 7 and SIE licenses. Aaron's primary office is located at 140 Whittington Pkwy, Louisville, KY 40222. Aaron is registered in 38 states and the District of Columbia.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Triple Crown Wealth Management

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Aaron Dakota Stelter is an Investment Advisor Representative at Triple Crown Wealth Management. Aaron has been in the financial services industry for over 10 years and holds a Series 65 license. Aaron is licensed to provide investment advice in Kentucky, Ohio, Tennessee, Virginia, and West Virginia. Aaron works with individual clients and has over 150 accounts with assets under management of more than $8.4 million. Aaron is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals

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