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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Owen Larue Financial Group

location

ELIZABETHTOWN, KY

0 Disclosures

ADVISOR BIO

Kyle Alden Souleyrette is an Investment Advisor Representative with Owen Larue Financial Group in Elizabethtown, Kentucky. Kyle has been in the industry since June of 2020. Kyle has a Series 65 license and holds a current registration with the state of Kentucky. Kyle has specialized in offering Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.

SPECIALIZATIONS

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

LFG Wealth Partners, LLC

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Kylee Marcy is a registered Investment Advisor Representative in Kentucky. She is currently employed at LFG Wealth Partners, LLC, and is located in Elizabethtown, Kentucky. Kylee has been working in the financial services industry since 2012.

SPECIALIZATIONS

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kyler Murrell is a financial professional with Fidelity Brokerage Services LLC. Kyler holds the Series 7TO and Series 63 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

LOUISVILLE, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kylon Andrew Collins is a registered representative with PFS Investments Inc., a firm headquartered in Duluth, Georgia. Kylon has been in the financial services industry for over a year. Kylon has passed the Series 6TO, Series 63 and the SIE exams. Kylon is registered to sell securities in Kentucky, Georgia, Florida and California. Kylon specializes in insurance and financial products.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

ON Investment Management Co.

location

LEXINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kyrk Alexander Davis is a financial advisor who has been in the industry since June 20, 2017. Kyrk is currently registered with ON Investment Management Co. Kyrk is a Registered Representative (RA) in Alaska, Colorado, Indiana, Kentucky, Michigan and Ohio and also holds a Series 7 and Series 66 license. Kyrk has a strong background in financial planning and portfolio management, working with both individuals and businesses. In addition to providing investment advice, Kyrk also has experience in the life insurance industry with Ohio National Life Insurance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

LOUISVILLE, KY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

L Chase Speiden is a financial advisor with Robert W. Baird & Co. Inc. L has been in the industry since 2003 and has a variety of experience in the financial services industry. L has experience with a range of clients, including high-net-worth individuals, corporations, and institutional clients. L holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner.

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 Brokerage Services LLC

location

COVINGTON, KY

experience

2 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lacey Olivia Knauer is a registered representative with Fidelity Brokerage Services LLC. Lacey has been in the securities industry since January 20, 2023 and is currently registered in 51 states and the District of Columbia. Lacey holds the Series 7TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

U.s. Bancorp Investments, Inc.

location

Lexington, KY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Ladeanna Damron is a financial advisor with over 13 years of experience in the financial services industry. Ladeanna is a registered representative with U.S. Bancorp Investments, Inc., and has been with the firm since 2014. Ladeanna specializes in providing financial planning, portfolio management for businesses and individuals, and publication of periodicals. She holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Previously, Ladeanna worked with MetLife Securities Inc. and is currently licensed to provide financial advice in 14 states.

SPECIALIZATIONS

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

Commonwealth Financial Network

location

Lexington, KY

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Lafe Wheeler is a financial advisor with Commonwealth Financial Network, located in Lexington, KY. Lafe is a registered representative, offering a wide range of services to individuals, businesses, and institutions. Lafe has been in the financial services industry since 2006, and has a diverse background in insurance, accounting, tax preparation, and real estate. This experience allows Lafe to offer a comprehensive approach to financial planning, meeting a variety of client needs. Lafe's experience and commitment to client service makes him a valuable resource for anyone seeking professional financial advice.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Lexington, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Lanah Marie Phillips is a financial advisor at Ameriprise Financial Services, LLC with over 4 years of experience. Lanah is registered in 20 states and has passed the Series 66, Series 7 and SIE exams. Lanah is also a Certified Financial Planner. Lanah has previously worked at AVANTAX INVESTMENT SERVICES, INC., Wheeler Financial Services, PLLC and River Road Asset Management. Lanah specializes in providing financial planning, portfolio management, and asset allocation services to individuals, corporations, trusts, and other entities.

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

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