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Qualifications of Financial Advisor in Maryville

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Financial Advisors in Maryville, Tennessee
Financial Advisor Office Location Phone Number
Larry Prislovsky,
L.P.Financial Advisors.Inc
10420 Jackosn Oaks Way suite 100,
Knoxville, TN  37922
(865) 691-1130
Jonathan Bednar,
Paradigm Wealth Partners
2099 Thunderhead Rd,
Knoxville, TN  37922
(865) 251-0808
Brett Stephens,
Financial Engines Advisors, LLC
150 Lovell Road Suite 104,
Knoxville, TN  37934
(865) 671-4900

Information on Qualified Financial Advisors in Maryville

Qualifications CRD# 4335213
FirmCRD# 4335215
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10420 Jackosn Oaks Way suite 100,
Knoxville,
TN 
37922
Phone Number (865) 6911130

We are unique in Four Big Ways: First, "You First Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. " Tax Preparation Professional Tax Preparation Business Tax Preparation " Individual Solutions Professional Tax Preparation Tax Planning " Business Solutions " Fourth, consolidation. We help simply your life by consolidate your financial statements into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) . FIRST CONSULATIONS ARE FREE.

About L.P.Financial Advisors.Inc

We are unique in Four Big Ways: First, "You First? Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. + Tax Preparation Professional Tax Preparation Business Tax Preparation + Individual Solutions Professional Tax Preparation Tax Planning + Business Solutions Fourth, consolidation. We help simply your life by consolidate your financial statements and taxes into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) . FIRST CONSULATIONS ARE FREE.



Qualifications CRD# 5692419
FirmCRD# 6413
Series 7, 63, 66


Office Location 2099 Thunderhead Rd,
Suite #203,
Knoxville,
TN 
37922
Phone Number (865) 2510808

Jonathan P. Bednar, II was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the Paradigm Princess around the office.

About Paradigm Wealth Partners

Paradigm Wealth Partners is a Registered Investment Advisor firm offering fiduciary financial advice and comprehensive financial planning. We specialize in Retirement Planning, Maximizing Social Security Benefits, and Investment Management. Jonathan P. Bednar, II, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional and provides services that focus on cash flow planning, helping our clients make disciplined and informed financial decisions.



Qualifications CRD# 5108192
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 150 Lovell Road Suite 104,
Knoxville,
TN 
37934
Phone Number (865) 6714900

Joined Financial Engines in 2008. Began his career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Communications from University of South Carolina. Married to Lauren. Brett enjoys golfing and mountain biking.

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).