Invested Better
Financial Advisors in Kentucky
5,932 Results
Unclaimed

LPL Financial LLC

location

SOMERSET, KY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Mark Anthony Henderson is a financial advisor with LPL Financial LLC. Mark Anthony Henderson has been in the financial services industry since 2002 and has experience working at various firms including UVEST Financial Services Group, Inc., BB&T Investment Services, Inc., PFIC Securities Corporation, and Edward Jones. Mark Anthony Henderson is registered in Kentucky, Florida, Indiana, Ohio, Tennessee, and Virginia. Mark Anthony Henderson offers investment advisory services to individuals, businesses, and retirement plans.

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

Meridian Wealth Management, LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Mark Keith Kebodeaux is an Investment Advisor Representative at Meridian Wealth Management, LLC. Mark has been in the financial services industry for over 30 years. He is a licensed securities agent and investment advisor representative in Louisiana and Texas. Mark is also a registered principal in the state of Kentucky. Mark provides a variety of financial planning services to individuals, families, and businesses. He specializes in retirement planning, college savings, and estate planning. Mark is committed to providing his clients with personalized financial advice and guidance. He takes a holistic approach to financial planning, considering all aspects of his clients' financial lives.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Mark Thomas Schweinberg is a financial advisor registered with Fidelity Personal And Workplace Advisors, based in Covington, KY. Mark has been in the financial services industry since March 2023. Mark holds both Series 63 and 66 licenses as well as Series 7TO and SIE licenses.

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

HENDERSON, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Mark Chumbler is a registered investment advisor representative at Robert W. Baird & Co. Inc. in Henderson, Kentucky. Mark has been in the securities industry since July 2016. Prior to joining Robert W. Baird & Co. Inc., Mark was employed at J.J.B. HILLIARD, W.L. LYONS, LLC in Henderson, Kentucky. Mark holds the Series 66, Series 7 and SIE licenses.

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

17 Years Experience

0 Disclosures

ADVISOR BIO

Mark Christopher Kohus is a securities professional with over 15 years of experience in the industry. Mark has been registered with Fidelity Brokerage Services LLC since May 2015. Mark is currently located in Covington, Kentucky. Previously Mark was with Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Louisville, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Mark Gerard Hyland is a financial advisor with Cambridge Investment Research Advisors, Inc.. Mark has been in the financial services industry since March 24, 1998. Mark has a strong background in financial planning, portfolio management, and retirement planning. Mark is registered to provide investment advice in Kentucky, Texas, Florida, Oregon, and has Series 7, 63, 65, 26, and 99TO licenses.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

LOUISVILLE, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Mark Lindemoen is a financial advisor with Edward Jones. Mark has been in the industry since May 2017. He has worked at Edward Jones since April 2017. Mark is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Mark specializes in the areas of portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Louisville, KY

experience

34 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Mark Liston is a financial advisor with Robert W. Baird & Co. Inc. based in Louisville, KY. Mark has been in the industry since 1990 and is registered with 44 states and two territories. Mark specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and investment companies. Mark has a strong track record of success in 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
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

12 Years Experience

0 Disclosures

ADVISOR BIO

Mark Thomas Gallondorn is a financial professional with over 10 years of experience in the financial industry. Mark is registered with Fidelity Personal and Workplace Advisors, and holds licenses in Kentucky, Ohio, and Texas. Mark is a licensed securities professional with FINRA and the state of Kentucky. Mark's areas of expertise include providing financial planning services to individuals and businesses, as well as portfolio management. Mark also provides investment advice to charitable organizations, high net worth individuals, and pension and profit-sharing plans. Mark is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

LPL Financial LLC | CFC ® (Certifications)

location

EDGEWOOD, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Mark Josaitis is a financial advisor with LPL Financial LLC, located in Edgewood, KY. Mark has been in the industry since 2011. Prior to joining LPL Financial LLC, Mark worked at J.P. Morgan Securities LLC and Fifth Third Securities, Inc.. Mark holds a Series 66, Series 7 and SIE licenses. Mark's areas of specialization include investment advisory services, portfolio management for individuals and businesses, financial planning, and consulting. Mark is a Chartered Financial Consultant and also operates a DBA for LPL business, Barnwood Capital Management Ltd..

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

Need help matching

with the right advisor?