Find Top Financial Advisors in Kentucky
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Kentucky. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Kentucky
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| List of Financial Advisors in Kentucky | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Justin Beavers, Financial Engines Advisors, LLC |
3592-101 Springhurst Blvd., Louisville, KY 40241 |
(502) 425-2512 |
| Maria Santiago, Financial Engines Advisors, LLC |
7310 Turfway Road Suite 550, Devon, KY 41042 |
(859) 372-6645 |
| Gary Murphy, Financial Engines Advisors, LLC |
4383 Old Harrodsburg Road Suite 125, Lexington, KY 40513 |
(859) 317-2747 |
Information on Qualified Financial Advisors in Kentucky
Qualifications
CRD# 5946652
FirmCRD# 104510
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional
Office Location
3592-101 Springhurst Blvd.,
Louisville,
KY 40241
Phone Number
(502) 4252512
Joined Financial Engines in 2017. Began his career in the financial services industry in 2011. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) and the Accredited Asset Management SpecialistSM (AAMS®) certification(s). Bachelor's of Science degree in Agricultural Economics Business Administration from University of Kentucky. Married to Monica and has a dog and a rabbit . Enjoys everything outdoors including hiking, camping, fishing, hunting, playing golf, and sporting events.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5967144
FirmCRD# 104510
Series 65
Compensation/Fee
I am a Fee-Based financial professional
Office Location
7310 Turfway Road Suite 550,
Devon,
KY 41042
Phone Number
(859) 3726645
Joined Financial Engines in 2009. Began her career in the financial services industry in 2009. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Lifelong resident of Ohio. Has two children: Olivia and Lisette. Maria enjoys traveling, running, and spending time with family and friends.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
Qualifications
CRD# 5273712
FirmCRD# 104510
Compensation/Fee
I am a Fee-Based financial professional
Office Location
4383 Old Harrodsburg Road Suite 125,
Lexington,
KY 40513
Phone Number
(859) 3172747
Joined Financial Engines in 2008. Began his career in the financial services industry in 1995. Earned the CERTIFIED FINANCIAL PLANNER (CFP®) certification(s). Bachelor's degree in Business Administration from Western Michigan University. Gary has three children.
About Financial Engines Advisors, LLC
Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
| List of Additional Financial Advisors in Kentucky | |
| Equity Resources, LLC | Louisville, KY |
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