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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Crestview Hills, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kiley Byrne is a financial advisor at Ameriprise Financial Services, LLC in Crestview Hills, KY. Kiley has been in the industry since 2023 and is registered in 13 states. Kiley specializes in financial planning, portfolio management, and asset allocation services. Kiley is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kiley Marie Cooper is a financial professional with over five years of experience in the industry. Kiley has a strong track record of success in providing financial advice and guidance to clients. Kiley is currently registered with Investment Distributors, Inc. and holds licenses including Series 6, Series 63, and SIE.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Erin Hacker is a financial advisor with over 19 years of experience in the industry. Kimberly currently works with Robert W. Baird & Co. Inc. in Lexington, Kentucky. Prior to her current role, Kimberly has held positions at J.J.B. HILLIARD, W.L. LYONS, LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. in Lexington, Kentucky. Kimberly is registered with FINRA and holds the Series 63, Series 7 and SIE licenses. Kimberly has a strong background in various areas including investments, financial planning, pension consulting, and portfolio management. Kimberly also specializes in serving a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles.

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

THE Huntington Investment Co. | CFP ® (Certifications)

location

FT. MITCHELL, KY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Michelle Basham is a financial advisor at The Huntington Investment Co. Kimberly has been a registered representative since March 2006. Kimberly has specializations in retirement planning, college savings, and estate planning. Kimberly has an active registration as an Investment Advisor Representative with the state of Kentucky. Kimberly is also registered with the state of Florida, Michigan, Ohio, and Texas. Kimberly has obtained the Series 6, 7, 63, and 65 licenses. Kimberly is a Certified Financial Planner.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly D Walko is a financial advisor with over 13 years of experience. Kimberly currently works at Fidelity Personal And Workplace Advisors in Covington, KY. Kimberly's previous roles include positions at The Huntington Investment Company, Key Investment Services LLC, and Chase Investment Services Corp. Kimberly holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Kimberly is registered to provide investment advisory services in 55 states and the District of Columbia.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Whitt is a registered representative with Fidelity Brokerage Services LLC. Kimberly has been in the securities industry since April 1, 2021. Kimberly holds the Series 63, Series 7TO, Series 9, Series 10, and SIE licenses. Kimberly is licensed in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT MITCHELL, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Wright is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with offices in FORT MITCHELL, KY. Kimberly has been in the industry since 2020. Kimberly has passed the Series 7TO, SIE, and Series 66 exams and is licensed in 48 states, and the District of Columbia. Kimberly is a representative of a large firm and has provided services to a wide variety of clients, including high-net-worth individuals, corporations, pension plans, and insurance companies. Kimberly is able to provide a wide range of financial products and services, including securities brokerage, investment advisory services, and insurance.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

LOUISVILLE, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Jordan is a financial advisor with over 25 years of experience in the financial services industry. Kimberly is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in Indiana, Kentucky, and Texas. Prior to joining Raymond James, Kimberly was a Financial Advisor at First Kentucky Securities Corporation and PNC Investments. Kimberly is committed to providing personalized financial advice and helping her clients reach their financial goals. Kimberly also serves as a Director of Investment Services at Stock Yards Bank and Trust, and is a Vice President at Stock Yards Investment Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Robert W. Baird & Co. Inc.

location

Louisville, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Knight is a financial advisor who has been in the industry since 1997. Kimberly is a registered representative with Robert W. Baird & Co. Inc., and has a Series 7, Series 63, and Series 65 licenses. Kimberly's professional experience includes previous employment with J.J.B. HILLIARD, W.L. LYONS, LLC. Kimberly specializes in a range of investment services including portfolio management for individuals, businesses, and investment companies, as well as financial planning.

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

Private Advisor Group, LLC

location

OWENSBORO, KY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Le Woznicki is a financial professional with over 16 years of experience in the industry. Kimberly is currently registered with Private Advisor Group, LLC in Kentucky. Kimberly has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Kimberly has experience with financial planning, portfolio management, and retirement planning. Kimberly is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals

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