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Financial Advisors in Kentucky
5,932 Results
Unclaimed

LPL Financial LLC

location

ASHLAND, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Finney is an investment advisor representative with LPL Financial LLC. Aaron has been in the financial services industry since 2010 and has experience with Morgan Stanley and Merrill Lynch. Aaron is licensed in Kentucky, Ohio, Florida, and West Virginia. Aaron specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Wayne Satterfield is an investment advisor representative with Fidelity Personal and Workplace Advisors. Aaron Satterfield is licensed in 52 states and has been in the financial services industry since 2018. Previously, Aaron Satterfield worked as a Financial Advisor with Charles Schwab & Co., Inc. in Fort Mitchell, KY. Aaron Satterfield has passed the Series 66 (Uniform Combined State Law Examination), Series 7TO (General Securities Representative Examination) and the SIE (Securities Industry Essentials Examination).

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Owensboro, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Payne is a registered representative with Robert W. Baird & Co. Inc., based in Owensboro, Kentucky. Aaron has been in the financial industry since 2012. Aaron is licensed to offer securities in Kentucky. Aaron Payne's firm, Robert W. Baird & Co. Inc., is a full-service investment firm that offers a wide range of financial services, including investment management, financial planning, and retirement planning. The firm has offices in multiple locations across the United States.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
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

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

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

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Wiedemann is a financial advisor with Fidelity Brokerage Services LLC. Aaron has been in the financial services industry since 1999. He is licensed to sell securities in Kentucky. He has been associated with Fidelity Brokerage Services LLC since 2009. He has also worked for National Financial Services LLC and Fidelity Brokerage Services LLC. Aaron holds the Series 6, 7, and 63 licenses as well as the SIE exam. He specializes in providing financial advice to individuals and families. He is dedicated to helping his clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

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
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

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