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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Thrivent Investment Management Inc.

location

Bowling Green, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Lynn Brown is a financial advisor registered with Thrivent Investment Management Inc. Tammy has been in the industry since 2001 and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Tammy also works with churches and non-profit sharing retirement accounts, high net worth individuals, corporations or other businesses, and individuals other than high net worth individuals. Tammy has previously worked with several other financial firms including MONEY CONCEPTS CAPITAL CORP, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST TENNESSEE BROKERAGE, INC., PNC INVESTMENTS, FIFTH THIRD SECURITIES, INC., THE INVESTMENT CENTER, INC., INTERSECURITIES, INC., LEGACY FINANCIAL SERVICES, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and FIDELITY BROKERAGE SERVICES, INC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

PROSPECT, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Hafner is a financial professional with Cetera Investment Advisers LLC. Tammy has been in the financial services industry since 2001. Tammy holds a Series 6, Series 7, Series 63, Series 65, and Series 66 license and is registered in Kentucky, Ohio, and Texas. Tammy is also a volunteer cheer mom for North Oldham High School. Tammy is a financial professional who can help you with a variety of financial needs, including financial planning, portfolio management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting 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

5 Years Experience

0 Disclosures

ADVISOR BIO

Tammy King is a financial professional with Fidelity Brokerage Services LLC in Covington, Kentucky. Tammy has been in the industry since January 2020 and holds the Series 63, Series 7TO and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Lynne Bischoff is a financial professional with over 15 years of experience in the financial services industry. Tammy has been registered with Fidelity Brokerage Services LLC since 2008 and has held previous positions with Fidelity Investments Institutional Services Company, Inc.. Tammy is licensed to provide investment advice and services to individuals and families in Kentucky.

SPECIALIZATIONS

No specializations listed.

Unclaimed

State Farm VP Management Corp.

location

Lexington, KY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Tammy Ann Hill is a licensed securities professional with over 20 years of experience in the financial services industry. Tammy is currently registered with State Farm VP Management Corp. in Lexington, Kentucky and has a Series 6, Series 63 and SIE. Tammy has a strong understanding of investment products and services, and is committed to providing her clients with personalized financial advice.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Louisville, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Tania Rae Miles is a registered representative with Robert W. Baird & Co. Inc. in Louisville, KY. Tania has been in the industry since 2012 and is licensed to sell securities in Kentucky. Prior to joining Robert W. Baird & Co. Inc., Tania worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Tania specializes in providing financial planning and investment advice to individuals, businesses, and institutions.

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

Ameriprise Financial Services, LLC

location

LOUISVILLE, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Bates is a financial advisor with Ameriprise Financial Services, LLC. Tanner has been in the financial industry since 2022. Tanner is registered with the state of Indiana, Kentucky, Tennessee and Texas. Tanner has a Series 66, Series 7TO and SIE license. Tanner specializes in providing financial advice to individuals, businesses, pension plans, and trusts. Tanner also has experience working with charitable organizations and insurance companies. In addition to providing financial advice, Tanner is also a business owner.

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

Cambridge Investment Research Advisors, Inc.

location

Louisville, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Hyland is a financial professional with over 9 years of experience in the financial services industry. Tanner is registered with Cambridge Investment Research Advisors, Inc. in Kentucky and Texas. Tanner is also registered as an Investment Advisor Representative with Cambridge Investment Research, Inc. in Iowa. Tanner has passed the Series 66, Series 7, and SIE exams. Tanner provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, 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
Market Timing Services
Unclaimed

Fifth Third Securities, Inc.

location

ASHLAND, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Tanner Locey is a registered investment advisor representative associated with Fifth Third Securities, Inc. Tanner holds licenses for both securities and investment advisory. Tanner is also licensed to sell Variable Contracts and Investment Company Products. Tanner has been in the securities industry for over 1 year. Tanner’s previous roles include positions at Fifth Third Bank, Tri State Lawn Care, Chase Bank and Unemployed.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed
location

MADISONVILLE, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tara Young Edwards is a financial advisor at Edward Jones. Tara has been in the industry for over 13 years and is registered in several states, including Kentucky, Texas, and others. Tara is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

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