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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Raymond James Financial Services, Inc.

location

HARRODSBURG, KY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Sharon Kay Gambrel-mcelroy is a financial advisor who has been in the industry since April 30, 2005. Sharon is currently registered with Raymond James Financial Services, Inc. in HARRODSBURG, KY. Sharon has previously been registered with PRIMEVEST FINANCIAL SERVICES, INC. in Danville, KY and CHASE INVESTMENT SERVICES CORP. in Danville, KY. Sharon holds the Series 63, SIE and Series 7 licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Reliant Wealth Planning, LLC | CFP ® (Certifications)

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Shaun Chelf is a financial advisor in Louisville, Kentucky, with over 18 years of experience in the financial services industry. Shaun is a founding partner and owner of Reliant Wealth Planning, LLC. Shaun is also the owner of 301 Townepark, LLC, a commercial building in Louisville, Kentucky. Previously, Shaun was a financial advisor at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaun is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 securities licenses. Shaun has a specializations in financial planning, portfolio management for individuals and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Todd Asset Management LLC | CFA ® (Certifications)

location

LOUISVILLE, KY

0 Disclosures

ADVISOR BIO

Shaun Christopher Siers is an Investment Advisor Representative at Todd Asset Management LLC. Shaun is registered with the state of Kentucky and has been in the industry since 2014. Shaun has a designation of Chartered Financial Analyst. Shaun currently works out of the firm's Louisville, Kentucky branch. Shaun has experience working with high net worth individuals, charitable organizations, and other investment advisors. Shaun and Todd Asset Management LLC provide financial advice to clients through a variety of methods, including financial planning, portfolio management, and publication of periodicals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT
Publication of Financial Periodicals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

3 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Shawn Strobl is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Shawn is licensed in Kentucky, Ohio and Texas. Shawn has been in the securities industry since June 10, 2022. Fidelity Personal And Workplace Advisors is a firm with approximately $1 billion - $10 billion in regulatory assets under management. Shawn has passed the Series 7TO, SIE, Series 63 and Series 66 exams.

SPECIALIZATIONS

Financial Planning 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

3 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Penrod is an investment advisor representative at Fidelity Personal And Workplace Advisors. Shawn has been in the financial services industry since 2022 and is registered in 52 states and 3 jurisdictions. Shawn has a strong background in financial planning, portfolio management for individuals and businesses, and providing educational seminars. Shawn is a Series 66, Series 10, Series 9, Series 7TO, and SIE licensed professional.

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. | CFP ® (Certifications)

location

Bowling Green - Park Plaza, KY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Mitchell Perry is a financial advisor with over 20 years of experience in the financial services industry. Shawn Perry has a strong background in various financial services areas including investment advisory services, and securities. Shawn Perry is currently registered with Robert W. Baird & Co. Inc., where he is a Registered Representative. Previously, Shawn Perry was a Registered Representative for J.J.B. HILLIARD, W.L. LYONS, LLC, and WELLS FARGO ADVISORS, LLC. Shawn Perry holds a Series 66, Series 31, Series 7, Series 10, and Series 9 licenses and has earned the Certified Financial Planner designation.

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

Hannegan Wealth Management, LLC | CFP ® (Certifications)

location

EDGEWOOD, KY

0 Disclosures

ADVISOR BIO

Shawn Hannegan is a financial advisor with Hannegan Wealth Management, LLC. Shawn holds the Certified Financial Planner designation and is registered in Kentucky and Ohio. Shawn's areas of specialization include portfolio management, financial planning, and retirement planning. Shawn has more than 10 years of experience in the financial services industry. Shawn works with individuals and families, providing personalized financial advice. In addition to being a financial advisor, Shawn also operates his own accounting firm.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Deweese is a financial advisor registered with Robert W. Baird & Co. Inc. based in LOUISVILLE, KY. Shawn holds the Series 63, 79TO, and SIE licenses. Shawn is active in Kentucky.

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

Cambridge Investment Research Advisors, Inc.

location

Louisville, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Shawn Michael Edelen is a registered representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since November 2009. Shawn Edelen is a registered investment advisor in Kentucky, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, North Carolina, and Ohio. Shawn Edelen is also a registered representative with Cambridge Investment Research, Inc. and has been in the industry since July 2017.

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

Meridian Wealth Management, LLC | CFP ® (Certifications)

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Shawn Anthony Best is a financial advisor with over 13 years of experience in the industry. Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6 and Series 63 licenses. Shawn currently works at Meridian Wealth Management, LLC. Shawn has previously worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., Goldman Sachs, Stoker Ostler Wealth Advisers, and TCI Wealth Advisors, Inc.. Shawn's current registrations are in Arizona, Minnesota, and Washington. Shawn offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

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