| Clearpath Financial of Raymond James |
4070 Westport Rd, Louisville, KY 40207 |
|
50280xxxx0 |
aar************@r***********.com |
5 |
1 |
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17483 |
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18000 |
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| Eric Wheeler - Raymond James |
306 Middletown Park Pl STE B, Louisville, KY 40243 |
|
50220xxxx5 |
eri*********@r***********.com |
5 |
1 |
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48 |
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| American Fortune Mergers & Acquisitions |
620 S 3rd St #204, Louisville, KY 40202 |
|
80024xxxx5 |
ahc****************************@f*********.com |
5 |
7 |
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5 |
6 |
311 |
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314 |
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| Merrill Lynch Financial Advisor Paul Oberst |
101 Bullitt Ln 4th Floor, Louisville, KY 40222 |
|
50232xxxx1 |
ale*********@m*.com |
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| Family Wealth Planning Partners |
9200 Shelbyville Rd Suite 103, Hurstbourne, KY 40222 |
|
50220xxxx0 |
aar**@f**********.com |
5 |
20 |
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5 |
11 |
388 |
8 |
400 |
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| Farnsley Advisors |
4360 Brownsboro Rd #104, Louisville, KY 40207 |
|
50262xxxx8 |
cfa******@b***********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Carol L Heil |
101 Bullitt Ln 4th Floor, Louisville, KY 40222 |
|
50232xxxx8 |
al_********@m*.com |
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| Oxinas Partners |
4175 Westport Rd STE 100, Louisville, KY 40207 |
|
81272xxxx9 |
bco***@o*************.com |
5 |
1 |
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5 |
8 |
216 |
2 |
219 |
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| U.S. Bank - Wealth Management Banker: Brooke Wheatley |
3000 Preston Hwy, Louisville, KY 40217 |
|
50265xxxx8 |
aar************@u*****.com |
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345425 |
5415 |
348000 |
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| The Inman & Benoit Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50256xxxx7 |
ade********@u**.com |
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| Benchmark Mortgage |
1202 S 3rd St #101, Louisville, KY 40203 |
|
50237xxxx5 |
ala**********@b********.us |
4.9 |
109 |
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5 |
72 |
404 |
171 |
416 |
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| Mercer Wealth Management LLC |
9300 Shelbyville Rd suite 350, Louisville, KY 40222 |
|
50248xxxx0 |
ami****@m********.com |
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106 |
1 |
129 |
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| Todd Asset Management |
101 S 5th St # 3160, Louisville, KY 40202 |
|
50258xxxx1 |
cbe*****@t********.com |
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| Lavera Financial Group of Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx4 |
aar************@r***********.com |
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17474 |
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18000 |
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| Lifetime Financial Growth |
9300 Shelbyville Rd Ste 320, Louisville, KY 40222 |
|
50232xxxx1 |
aab**********@l**********************.com |
5 |
1 |
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| Reliant Wealth Planning |
301 Townepark Cir, Louisville, KY 40243 |
|
50239xxxx0 |
sha****@r********************.com |
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| Align Wealth Management - Ameriprise Financial Services, LLC |
13151 Magisterial Dr Ste 101A, Louisville, KY 40223 |
|
50242xxxx3 |
ali******************@a***.com |
5 |
2 |
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455 |
|
500 |
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| 80/20 Wealth Management |
9700 Park Plaza Ave UNIT 108, Louisville, KY 40241 |
|
50243xxxx6 |
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| SeaCrest Wealth Management, LLC |
101 N 7th St, Louisville, KY 40202 |
|
50256xxxx6 |
amc********@s*********.com |
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| Harding, Shymanski & Company, P.S.C. |
101 S 5th St Suite 1700, Louisville, KY 40202 |
|
50258xxxx2 |
aal***@h*****.com |
5 |
5 |
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438 |
8 |
534 |
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| Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50256xxxx6 |
ali**********@u**.com |
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| UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
80022xxxx8 |
abc*******@u**.com |
4 |
4 |
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| Pillar Financial Advisors |
3046 Breckenridge Ln # 104, Louisville, KY 40220 |
|
50238xxxx0 |
*re*@p*****.net |
5 |
1 |
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| Churchill Management Group - Louisville |
10200 Forest Green Blvd Suite 112, Louisville, KY 40223 |
|
61751xxxx6 |
ach*@c******************.com |
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221 |
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| Limestone Wealth Management |
3832 Taylorsville Rd #1, Louisville, KY 40220 |
|
50220xxxx0 |
inf*@l**********.com |
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| The Wealth Planning Company |
2225 Lexington Rd, Louisville, KY 40206 |
|
50245xxxx0 |
cdu***@k**.com |
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| ACCESS Wealth Management |
4360 Brownsboro Rd #101, Louisville, KY 40207 |
|
50229xxxx0 |
ada***********@a*******.com |
|
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5 |
6 |
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128 |
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| The Barnes Donaldson Group - Morgan Stanley Financial Advisors |
4969 US-42 Suite 1200, Louisville, KY 40222 |
|
50239xxxx8 |
acm***********@m************.com |
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| Merrill Lynch Financial Advisor Steven L Holley |
101 Bullitt Ln Suite 400, Louisville, KY 40222 |
|
50232xxxx5 |
al_********@m*.com |
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| Finch Wealth Management |
|
|
40524xxxx3 |
c18*****************************@s*****.wixpress |
5 |
1 |
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| Centerline Wealth Advisors |
Ormsby III Bldg, 10200 Forest Green Blvd Suite 311, Louisville, KY 40223 |
|
50224xxxx1 |
and*@c***************.com |
5 |
2 |
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164 |
|
224 |
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| Edward Jones - Financial Advisor: Hal L White Jr |
3513 Poplar Level Road, Louisville, KY 40213 |
|
50245xxxx5 |
a.j*********@e**********.com |
|
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109 |
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| Kentucky Planning Partners |
9300 Shelbyville Rd # 1310, Louisville, KY 40222 |
|
50239xxxx0 |
ann***********@l**.com |
5 |
2 |
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961 |
|
1000 |
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| TD Fischer LLC |
830 E Main St #105, Louisville, KY 40206 |
|
50256xxxx5 |
pat***************@s****************.com |
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| TODD LOWERY - TIAA Wealth Management Advisor |
4350 Brownsboro Rd #110, Louisville, KY 40207 |
|
90149xxxx0 |
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| Stock Yards Investment Services |
1040 E Main St, Louisville, KY 40206 |
|
50262xxxx1 |
aar************@r***********.com |
|
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17482 |
|
18000 |
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| U.S. Bank - Private Wealth Advisor: Janet Reilly |
435 N Whittington Pkwy Suite 150, Louisville, KY 40222 |
|
50256xxxx1 |
aar************@u*****.com |
|
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|
345421 |
5414 |
348000 |
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| U.S. Bancorp Investments - Financial Advisors: Louisville |
1 Financial Sq, 1 Financial Square, Louisville, KY 40202 |
|
50256xxxx8 |
aar************@u*****.com |
|
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|
345425 |
5415 |
348000 |
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| Bluecap Financial |
1201 Story Ave #230, Louisville, KY 40206 |
|
50269xxxx4 |
ash***@b********.com |
|
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5 |
11 |
558 |
3 |
556 |
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| Blue Trust | Louisville Financial Advisors |
11829 Ransum Dr Suite 202, Louisville, KY 40243 |
|
50231xxxx2 |
aar********@b********.com |
|
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174 |
12 |
257 |
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| Baird Private Wealth Management |
4360 Brownsboro Rd #212, Louisville, KY 40207 |
|
50289xxxx0 |
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| Stifel |
600 N Hurstbourne Pkwy #100, Louisville, KY 40222 |
|
50242xxxx0 |
abb****@s*****.com |
4.3 |
7 |
|
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|
4118 |
|
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| Baird Trust |
500 W Jefferson St Suite 900, Louisville, KY 40202 |
|
50258xxxx0 |
aac*****@r******.com |
5 |
3 |
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|
8165 |
958 |
8700 |
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| SunHarbor Wealth Advisors |
9300 Shelbyville Rd #915, Louisville, KY 40222 |
|
50293xxxx5 |
joh********@l**.com |
5 |
1 |
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| Harmony Wealth Partners of Raymond James |
10200 Forest Green Blvd #407, Louisville, KY 40223 |
|
50265xxxx0 |
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| Capital Wealth Management, LLC |
400 Blankenbaker Pkwy #100, Louisville, KY 40243 |
|
50285xxxx5 |
bgo****@m************.com |
5 |
1 |
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| Barlow Wealth Partners |
|
|
50230xxxx0 |
bar*************@c*************.com |
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| George Rinderspacher - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx3 |
aar************@r***********.com |
|
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|
17483 |
|
18000 |
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| Wealthmd Corporation |
1706 Bardstown Rd #2, Louisville, KY 40205 |
|
50241xxxx3 |
nti**@w*******.net |
5 |
1 |
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35 |
|
40 |
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| Accredited Wealth Management |
4938 Brownsboro Rd Suite 201, Louisville, KY 40222 |
|
50229xxxx5 |
awm@a***********.com |
5 |
36 |
|
|
5 |
16 |
390 |
6 |
403 |
|
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| FLEX Wealth Management |
8134 New La Grange Rd Ste 101, Louisville, KY 40222 |
|
50236xxxx3 |
|
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| Russ Ferreri Wealth Management - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx9 |
ade********@u**.com |
|
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|
| Asset Preservation Group, LLC. |
12312-C Shelbyville Rd, Louisville, KY 40243 |
|
50265xxxx1 |
adm**@a****.com |
5 |
1 |
|
|
5 |
30 |
547 |
6 |
587 |
|
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| Pierce Barber, AAMS - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx0 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
|
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|
| Nasief Powell Curtis Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx9 |
ali**********@u**.com |
|
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| Wisdom Financial Management, LLC |
101 Bullitt Ln ste g-5, Louisville, KY 40222 |
|
50242xxxx0 |
inf*@w*******.net |
|
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|
198 |
|
203 |
|
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| Nathan Holladay - Old National Investments |
400 W Market St Ste 2500, Louisville, KY 40202 |
|
50254xxxx7 |
nat************@o*************.com |
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| Commonwealth Capital Management, LLC |
10503 Timberwood Cir #205, Louisville, KY 40223 |
|
50242xxxx2 |
and***@c**********.com |
5 |
29 |
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| Merrill Lynch Financial Advisor Marguerite Travis Rowland |
101 Bullitt Ln Ste 400, Louisville, KY 40222 |
|
50232xxxx2 |
and************@m*.com |
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| BLVD Private Wealth, LLC |
10515 Meeting St Suite 101, Prospect, KY 40059 |
|
50280xxxx0 |
bxx********@b*****.com |
5 |
1 |
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9 |
3 |
12 |
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| Sterling Wealth Management |
4500 Bowling Blvd #100, Louisville, KY 40207 |
|
50289xxxx8 |
c18*****************************@s*****.wixpress |
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| ACCESS Wealth Management |
4360 Brownsboro Rd, Louisville, KY 40207 |
|
50229xxxx0 |
afe**********@a*******.com |
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5 |
6 |
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128 |
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| National Asset Management Co |
400 W Market St Ste 2500, Louisville, KY 40202 |
|
50258xxxx2 |
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| Mariner |
4801 Olympia Park Plaza Suite 3500, Louisville, KY 40241 |
|
50223xxxx0 |
aar********@m********************.com |
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| TSN Wealth Management: Financial Advisors - Louisville |
11807 Brinley Ave, Louisville, KY 40243 |
|
50225xxxx1 |
adv*****@t********.com |
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| Edelman Financial Engines |
9960 Corporate Campus Dr Suite 1200, Louisville, KY 40223 |
|
83375xxxx3 |
aar**@e**********************.com |
5 |
1 |
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18775 |
20 |
20000 |
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| Edward Jones - Financial Advisor: Marcus Folmar, CFP®|AAMS™ |
2210 Dundee Rd Suite 101, Louisville, KY 40205 |
|
50245xxxx3 |
a.j*********@e**********.com |
5 |
1 |
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87446 |
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100000 |
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| Morgan Stanley Financial Advisors |
4969 US-42 Suite 1200, Louisville, KY 40222 |
|
50239xxxx0 |
ade***********@m************.com |
3.8 |
5 |
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| Legacy Wealth Strategies |
9400 Williamsburg Plaza, Louisville, KY 40222 |
|
50293xxxx6 |
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5 |
4 |
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| Lifetime Wealth Design LLC |
201 Townepark Cir ste b-1, Louisville, KY 40243 |
|
50242xxxx0 |
kev**@l*******************.com |
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194 |
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| Generations Private Wealth - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx1 |
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| Russell Cotton - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx3 |
rus***********@r***********.com |
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303 |
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304 |
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| Strategic Wealth Designers |
500 N Hurstbourne Pkwy #120, Louisville, KY 40222 |
|
50241xxxx4 |
aar**@s*******.com |
4.6 |
130 |
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4.8 |
64 |
4740 |
16 |
4900 |
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| Magnate Wealth Management |
400 Blankenbaker Pkwy #100, Louisville, KY 40243 |
|
50285xxxx0 |
bgo****@m************.com |
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| Fifth Third Securities - Paul Housholder Jr |
401 S 4th St, Louisville, KY 40202 |
|
81294xxxx4 |
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| FLEX Wealth Management |
8134 New La Grange Rd, Louisville, KY 40222 |
|
50236xxxx3 |
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5 |
3 |
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| Canopus Wealth Management |
9900 Corporate Campus Dr Suite 2100, Louisville, KY 40223 |
|
50288xxxx0 |
hal****@c**********************.com |
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| Charles Schwab |
295 N Hubbards Ln #101, Louisville, KY 40207 |
|
50256xxxx7 |
app*******************@s*****.com |
3.6 |
8 |
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| A. Roberts & Associates, Inc. |
6009 Brownsboro Park Blvd suite b, Louisville, KY 40207 |
|
88895xxxx5 |
aro*****@a*****************.com |
5 |
1 |
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| Asamoa & Associates, CPA |
1740 Frankfort Ave, Louisville, KY 40206 |
|
50289xxxx2 |
|
4.9 |
54 |
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| Patrick Ritter - Financial Advisor, Ameriprise Financial Services, LLC |
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 |
|
50241xxxx0 |
amy**********@a***.com |
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477 |
22 |
474 |
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| Bluegrass Financial Planning, LLC |
4350 Brownsboro Rd #110, Louisville, KY 40207 |
|
50287xxxx6 |
for**@m****.com |
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| Tony Walker Financial |
8303 Shelbyville Rd, Louisville, KY 40222 |
|
87749xxxx5 |
aar**@t******************.com |
4.9 |
44 |
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| Private Client Services |
2225 Lexington Rd, Louisville, KY 40206 |
|
80096xxxx7 |
abi****@p****.net |
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| Baliban Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx6 |
ale*******@u**.com |
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| Merrill Lynch Financial Advisor Stephen G. Wilkinson |
101 Bullitt Ln 4th Floor, Louisville, KY 40222 |
|
50232xxxx5 |
ale*********@m*.com |
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| Thompson Investment Advisors |
1000 Cherokee Rd, Louisville, KY 40204 |
|
50247xxxx0 |
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| Baird Private Wealth Management |
4803 Olympia Park Plaza #4000, Louisville, KY 40241 |
|
50242xxxx0 |
ano************@b*********.com |
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| Paris Wealth Management of Raymond James |
4969 US-42 Ste 1600, Louisville, KY 40222 |
|
50232xxxx2 |
aar************@r***********.com |
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17483 |
|
18000 |
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| Advantage Investment Management |
2319 Lime Kiln Ln # A, Louisville, KY 40222 |
|
50221xxxx0 |
ada*****@a******.com |
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39 |
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94 |
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| Gilliam, Mease Advisors |
Meidinger Tower, #220,, 462 S 4th St, Louisville, KY 40202 |
|
50229xxxx0 |
bar***@g***********.com |
4 |
4 |
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124 |
9 |
125 |
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| Baird Louisville Headquarters |
500 W Jefferson St Suite 2600, Louisville, KY 40202 |
|
50258xxxx0 |
aac*****@r******.com |
3.8 |
4 |
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8165 |
958 |
8700 |
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| Dan Hardt Financial Services |
4350 Brownsboro Rd #110, Louisville, KY 40207 |
|
50289xxxx1 |
dan@h*************.com |
5 |
3 |
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| Accredited Wealth Management |
6010 Brownsboro Park Blvd, Louisville, KY 40207 |
|
50229xxxx5 |
awm@a***********.com |
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5 |
16 |
390 |
6 |
403 |
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| Limestone Wealth Advisors - Ameriprise Financial Services, LLC |
295 N Hubbards Ln #204, Louisville, KY 40207 |
|
50289xxxx6 |
dns*****@a***.com |
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| Kerrick-Nusky & Semak Wealth Management of Raymond James |
4969 US-42 Ste 1600, Louisville, KY 40222 |
|
50232xxxx6 |
aar************@r***********.com |
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17483 |
|
18000 |
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| RiverWealth Management Group of Raymond James |
4969 US-42 Ste 1600, Louisville, KY 40222 |
|
86428xxxx0 |
aar************@r***********.com |
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17483 |
|
18000 |
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| Lifetime Wealth Strategies - Financial Advisors |
9700 Bunsen Way, Louisville, KY 40299 |
|
50226xxxx3 |
ada*@c*********.com |
5 |
3 |
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5 |
12 |
208 |
13 |
263 |
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| Saling Wealth Advisors |
9750 Ormsby Station Rd, Louisville, KY 40223 |
|
50280xxxx0 |
jan****@s*******************.com |
5 |
1 |
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| Joyce Meyer Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50232xxxx1 |
ale*******@u**.com |
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| Perrone Wealth Management Group - Morgan Stanley |
4969 US-42 Suite 1200, Louisville, KY 40222 |
|
50239xxxx3 |
ade***********@m************.com |
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| Current Wealth Management at First Kentucky Securities |
4360 Brownsboro Rd # 115, Louisville, KY 40207 |
|
50289xxxx8 |
tyl***@f******.com |
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| Private Wealth Management | U.S. Bank |
435 N Whittington Pkwy Suite 150, Louisville, KY 40222 |
|
50256xxxx4 |
aar************@u*****.com |
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|
345421 |
5414 |
348000 |
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| J. Hagan Capital - Financial Advisor |
8311 Shelbyville Rd, Louisville, KY 40222 |
|
50269xxxx5 |
ave**@j************.com |
4 |
8 |
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1060 |
18 |
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| Warren Wealth Management & Tax Planning |
9300 Shelbyville Rd, Louisville, KY 40222 |
|
50233xxxx5 |
mar***@w************.com |
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| Raymond James Financial Services |
1040 E Main St, Louisville, KY 40206 |
|
50262xxxx0 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
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| First Command |
300 High Rise Dr Suite 102, Louisville, KY 40213 |
|
50263xxxx0 |
ajh****@f***********.com |
5 |
1 |
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|
7355 |
212 |
7600 |
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| RiverWealth Management Group of Raymond James |
4969 US-42, Ste 1600, Louisville, KY 40222-6384 |
|
50232xxxx3 |
aar************@r***********.com |
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| The Eravest Group - Morgan Stanley |
4969 US-42 Suite 1200, Louisville, KY 40222 |
|
50239xxxx5 |
acc**********@m************.com |
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| Warren Wealth Management & Tax Planning |
9300 Shelbyville Rd #1204, Louisville, KY 40222 |
|
50233xxxx5 |
inf*@w************.com |
5 |
7 |
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| Crittendon Wealth Management Group - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx7 |
ali**********@u**.com |
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| Edward Jones - Financial Advisor: Porter Walker |
2114 Bardstown Rd, Louisville, KY 40205 |
|
50245xxxx3 |
a.j*********@e**********.com |
|
|
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|
86 |
|
89 |
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| Courtney Yartz - Private Wealth Advisor, Ameriprise Financial Services, LLC |
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 |
|
50241xxxx0 |
dns*****@a***.com |
5 |
1 |
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| River Road Asset Management |
462 S 4th St, Louisville, KY 40202 |
|
50237xxxx0 |
adr*******@r**********.com |
3.7 |
3 |
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| Louisville, KY Financial Advisors | Casconi Group |
10531 Timberwood Cir, Louisville, KY 40223 |
|
50239xxxx3 |
joh*@c***********.com |
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| Winebrenner Capital Management LLC |
10602 Timberwood Cir # 13, Louisville, KY 40223 |
|
50267xxxx5 |
ann@w*****.com |
5 |
1 |
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140 |
4 |
141 |
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| Louisville Capital Advisors of Raymond James |
4969 US-42 Ste 1600, Louisville, KY 40222 |
|
50232xxxx8 |
lou**********************@r***********.com |
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| Louisville, KY Private Wealth Management - UBS Financial Services Inc. |
500 N Hurstbourne Pkwy Ste 300, Louisville, KY 40222 |
|
50242xxxx1 |
abc*******@u**.com |
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| W McCormick - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx4 |
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| Lamkin Wealth Management |
901 Lily Creek Rd, Louisville, KY 40243 |
|
50269xxxx4 |
car****@l***********.com |
4.1 |
10 |
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943 |
14 |
1000 |
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| Middleton Wealth Management of Raymond James |
4969 US-42 Ste 1600, Louisville, KY 40222 |
|
24893xxxx0 |
aar************@r***********.com |
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17483 |
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18000 |
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| BAIRD |
320 S 4th St, Louisville, KY 40202 |
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abr*****@r******.com |
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7931 |
923 |
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| Everest Retirement Planners |
119 S Sherrin Ave Ste 110, Louisville, KY 40207 |
|
50289xxxx1 |
art***********@r****************.com |
5 |
1 |
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| Atlas Brown |
333 E Main St, Louisville, KY 40202 |
|
50227xxxx0 |
aab****@a*********.com |
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| Northwestern Mutual |
140 Whittington Pkwy, Louisville, KY 40222 |
|
50270xxxx0 |
arm***************@n*.com |
5 |
1 |
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107320 |
16177 |
108000 |
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| First Command Financial Advisor - Michael Parker |
300 High Rise Dr Suite 102, Louisville, KY 40213 |
|
50263xxxx0 |
alb****@f***********.com |
5 |
1 |
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7355 |
212 |
7600 |
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| Wealthline Financial Advisors |
8134 New La Grange Rd Suite 202, Louisville, KY 40222 |
|
50271xxxx0 |
deb************@l**.com |
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235 |
18 |
239 |
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| TKM Financial Services LLC |
10602 Timberwood Cir #2, Louisville, KY 40223 |
|
50245xxxx6 |
ang*********@q*********************.com |
4 |
8 |
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| KFG Enterprises |
2225 Lexington Rd, Louisville, KY 40206 |
|
50245xxxx0 |
a.a******@k**.com |
4 |
3 |
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| Northwestern Mutual |
400 W Market St #2250, Louisville, KY 40202 |
|
50256xxxx0 |
ade********@n*.com |
3.7 |
3 |
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| Main Street Wealth Management |
325 W Main St # 2102, Louisville, KY 40202 |
|
50281xxxx0 |
bho**@m***************.net |
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| Sortino Advisory Partners, LLC |
401 S 4th St #910, Louisville, KY 40202 |
|
50237xxxx0 |
dan**@s**************.com |
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| Wissing Wealth Management, LLC |
7212 Dixie Hwy, Louisville, KY 40258 |
|
50236xxxx5 |
mar***********@l**.com |
4.5 |
2 |
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| Credent Wealth Management |
4350 Brownsboro Rd Ste 110, Louisville, KY 40207 |
|
50258xxxx2 |
all**@c************.com |
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| Magnate Wealth Management |
400 Blankenbaker Pkwy, Louisville, KY 40243 |
|
50285xxxx0 |
bgo****@m************.com |
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| Dean M Donohue - Private Wealth Advisor, Ameriprise Financial Services, LLC |
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 |
|
50241xxxx0 |
|
5 |
1 |
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| Louisville Small Business Development Center |
101 S 5th St Ste 2300, Louisville, KY 40202 |
|
50297xxxx0 |
doe****@g****************.com |
4.9 |
373 |
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| Rich Wealth Management |
9850 Von Allmen Ct Ste 201, Louisville, KY 40241 |
|
50239xxxx0 |
dri**@i***.com |
5 |
11 |
|
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5 |
8 |
184 |
|
188 |
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| Meritrust Wealth Management |
10200 Forest Green Blvd #100, Louisville, KY 40223 |
|
50288xxxx0 |
b.m*********@m**********.com |
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| Encore Wealth Management Group - Ameriprise Financial Services, LLC |
9405 Mill Brook Rd Ste 101, Louisville, KY 40223 |
|
50241xxxx0 |
amy**********@a***.com |
3.9 |
7 |
|
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|
477 |
22 |
474 |
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| Capitalis Planning Partners |
400 W Market St #2250, Louisville, KY 40202 |
|
50256xxxx1 |
arm***************@n*.com |
|
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968 |
|
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| Raymond James Financial Services |
321 W Main St, Louisville, KY 40202 |
|
50242xxxx9 |
aar************@r***********.com |
4 |
1 |
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|
17180 |
|
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| Falcon Financial Advisors |
9900 Corporate Campus Dr Suite 3000 (3rd floor, Louisville, KY 40223 |
|
50238xxxx8 |
bra********@f************.com |
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| Plentiful Wealth |
125 S 6th St Suite 301, Louisville, KY 40202 |
|
60677xxxx6 |
jeb@p**************.com |
5 |
1 |
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| Graeter Wealth Advisors |
401 S 4th St UNIT 901, Louisville, KY 40202 |
|
50262xxxx6 |
don@g************.com |
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| PNC Private Bank |
101 S 5th St, Louisville, KY 40202 |
|
50258xxxx9 |
aar******@p**.com |
5 |
3 |
|
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|
351773 |
9142 |
354000 |
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| Raymond James Financial Services |
100 NorthTrust Centre200, S 5th St, Louisville, KY 40202 |
|
50262xxxx4 |
aar************@r***********.com |
|
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17180 |
|
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| Lamkin Wealth Management |
901 Lily Creek Rd Unit 102, Louisville, KY 40243 |
|
50269xxxx4 |
car***@l***********.com |
4.2 |
11 |
|
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|
943 |
14 |
1000 |
|
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| Credent Wealth Management - Louisville Fee-Only Financial Planner |
4350 Brownsboro Rd #110, Louisville, KY 40207 |
|
50258xxxx2 |
all**@c************.com |
|
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349 |
|
389 |
|
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| Mike Snyder - Financial Advisor, Ameriprise Financial Services, LLC |
805 N Whittington Pkwy Ste 100, Louisville, KY 40222 |
|
50239xxxx0 |
dns*****@a***.com |
5 |
1 |
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|
| Creative Capital Group at Money Concepts |
323 Townepark Cir, Louisville, KY 40243 |
|
50242xxxx6 |
|
5 |
2 |
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| Edward Jones |
3513 Poplar Level Rd, Louisville, KY 40213 |
|
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| Rich Wealth Management, LLC |
9850 Von Allmen Ct #201, Louisville, KY 40241 |
|
50239xxxx0 |
dri**@i***.com |
5 |
11 |
|
|
5 |
8 |
|
|
188 |
|
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|
| Triple Crown Advisors - Ameriprise Financial Services, LLC |
12700 Townepark Way Ste 100, Louisville, KY 40243 |
|
50224xxxx4 |
dns*****@a***.com |
|
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|
| Barnes Young Wealth Advisors - Northwestern Mutual |
140 Whittington Pkwy, Louisville, KY 40222 |
|
50232xxxx2 |
aar********@n*.com |
5 |
4 |
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| Lightpath Wealth Management |
|
|
50263xxxx4 |
haw******@l**************.com |
5 |
1 |
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78 |
|
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|
| Allen Corbin - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx3 |
aar************@r***********.com |
|
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|
17482 |
3 |
18000 |
|
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|
| The Benefits Firm |
222 E Witherspoon St #105b, Louisville, KY 40202 |
|
50245xxxx0 |
amy@t**************.com |
4 |
12 |
|
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|
581994 |
|
46 |
|
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| Stonewood Financial Solutions |
100 Mallard Creek Rd #200, Louisville, KY 40207 |
|
50258xxxx5 |
|
4.5 |
4 |
|
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|
| Edward Jones - Financial Advisor: Chad M Albers |
133 E Spring St, New Albany, IN 47150 |
|
81294xxxx2 |
a.j*********@e**********.com |
|
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|
87446 |
|
100000 |
|
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|
| Wells Fargo Advisors |
297 N Hubbards Ln, Louisville, KY 40207 |
|
50256xxxx0 |
and*********@w*****************.com |
3 |
41 |
|
|
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|
188275 |
|
189000 |
|
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|
| Bruce White - Raymond James |
400 W Market St # 2100, Louisville, KY 40202 |
|
50256xxxx7 |
aar************@r***********.com |
|
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|
17482 |
|
18000 |
|
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|
| Merrill Lynch Wealth Management |
101 Bullitt Ln 4th Floor, Louisville, KY 40222 |
|
50232xxxx0 |
ale*********@m*.com |
3 |
4 |
|
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|
| Mercurio Wealth Advisors |
9100 Shelbyville Rd # 150, Louisville, KY 40222 |
|
50225xxxx6 |
ala*@m***************.com |
5 |
1 |
|
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|
|
602 |
25 |
639 |
|
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|
| Breidenbach Capital Consulting |
101 N 7th St #14, Louisville, KY 40202 |
|
50256xxxx1 |
bri**@4****.com |
|
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|
| The Pusateri Group - Morgan Stanley |
400 W Market St Ste 2500, Louisville, KY 40202 |
|
50256xxxx0 |
|
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|
| U.S. Bancorp Investments - Financial Advisors: Frank Medley |
3000 Preston Hwy, Louisville, KY 40217 |
|
50263xxxx8 |
aar************@u*****.com |
|
|
|
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|
345421 |
5414 |
348000 |
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