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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Xypn Invest | CFP ® (Certifications)

location

Georgetown, KY

0 Disclosures

ADVISOR BIO

Derek Todd Merkler is a financial advisor with Xypn Invest. Derek is a Certified Financial Planner™ and holds a Series 65 license. He provides financial advice to individuals and businesses. Derek has been in the financial services industry since 2017. Derek has experience with portfolio management for individuals and businesses. He also provides investment advice to other financial advisors. Derek is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Altus Wealth Management, LLC | CFP ® (Certifications)

location

FT. MITCHELL, KY

0 Disclosures

ADVISOR BIO

Derek Schmidt is a financial advisor at Altus Wealth Management, LLC in Fort Mitchell, Kentucky. Derek has been in the industry since April 2016 and has experience working with both individuals and businesses. Derek is a Certified Financial Planner and holds the Series 63, 66 and 7 licenses. Derek focuses on providing financial planning, portfolio management, and investment advice to clients. Derek is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Derek J. Sutherland is a financial advisor with Investment Distributors, Inc. based in Covington, KY. He has been in the financial services industry since 2006. Derek holds licenses in multiple states including Iowa, Michigan, Minnesota, Montana, North Dakota, and South Dakota. Derek also holds the Series 6 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

BOWLING GREEN, KY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Derek Wayne Hull is a financial advisor with Stifel, Nicolaus & Company, Inc., having over 29 years of experience in the financial services industry. Derek is a Certified Financial Planner, and holds licenses in several states. Derek has a deep understanding of financial planning and investment management, and is dedicated to helping clients achieve their financial goals. Derek has previously been registered with WELLS FARGO CLEARING SERVICES, LLC, FIRST UNION CAPITAL MARKETS CORP., and MORGAN KEEGAN & COMPANY, INC. Derek is committed to providing clients with personalized service and guidance, and is always working to stay up-to-date on the latest market trends and investment strategies.

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 Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

FT THOMAS, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Derek Vater is a financial advisor with LPL Financial LLC in FT THOMAS, Kentucky. Derek has been in the financial industry since 2016. Derek has Series 6 and Series 63 licenses and holds the SIE exam. Derek previously worked at THE HUNTINGTON INVESTMENT COMPANY in COVINGTON, Kentucky.

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

Investment Distributors, Inc.

location

Covington, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Derek Adkins is a financial professional with experience in the industry. Derek is currently registered with Investment Distributors, Inc. Derek is licensed to provide securities advice in Kentucky and Ohio. Derek has passed the Series 63, Series 6TO and SIE exams.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cerity Partners LLC | CFP ® (Certifications)

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Derek Rogers is a financial advisor with Cerity Partners LLC, a firm with offices in New York and Louisville. Derek has been in the financial industry since 2018 and has a strong background in financial planning, portfolio management, and tax services. Derek is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Derek has worked at several firms in the Louisville area, including Private Client Services, LLC and ARGI Investment Services, LLC. Derek is dedicated to helping individuals and families reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES; BILL PAY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Shirley is a financial advisor with Fidelity Brokerage Services LLC. Derrick has been in the industry since 2008. Derrick's previous employers include TD Ameritrade, Inc. and Scottrade, Inc. Derrick is registered in 53 states and has passed Series 7, Series 63, Series 66 and SIE exams. Derrick is currently located in Covington, KY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Journey Financial Management, LLC | CFP ® (Certifications)

location

BOWLING GREEN, KY

0 Disclosures

ADVISOR BIO

Derrick Palmer is a financial advisor at Journey Financial Management, LLC. He provides financial planning and portfolio management services for individuals and high-net-worth individuals. Derrick holds a Series 7 and Series 66 licenses, and is also a Certified Financial Planner. Derrick has experience in the financial industry since 2014. He is registered in Kentucky and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

KPP Advisory Services LLC

location

Somerset, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Vickery is a financial advisor who has been in the industry since 2021. Derrick is registered with KPP Advisory Services LLC and LPL Financial LLC. Derrick is a Kentucky-based financial advisor and works out of the Somerset, KY office of KPP Advisory Services LLC. Derrick is registered with FINRA and is licensed to provide investment advice in Kentucky and Texas. Derrick has earned the Series 7, 63, and 65 licenses, as well as the SIE designation. Derrick's areas of specialization include investment management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals

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