National Retirement Planning Experts

National Coverage
Local Professionals

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Kentucky involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Kentucky?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Kentucky to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Kentucky financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Kentucky

List of Additional Financial Advisors in Kentucky*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
270-444-7291

dummy-image

Kentucky Planning Partners

9300 Shelbyville Road
Suite. 1310

Louisville, KY 40222
502-394-0400

dummy-image

Allstate Personal Financial Representative: William Cox

219 Prince Royal Dr
Ste 14

Berea, KY 40403
859-227-6435

dummy-image

Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

dummy-image

Fifth Third Private Bank - Mark Raque

401 South 4th Street

Louisville, KY 40202
502-562-5556

dummy-image

Alexandra Boon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5166

dummy-image

Mark Korona - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

dummy-image

Rich Wealth Management

9850 Von Allmen Court
Suite 201

Louisville, KY 40241
502-398-6850

dummy-image

Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4045

dummy-image

First Command Financial Advisor - Sonya McNeil

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

dummy-image

Fifth Third Insurance - Jeff Rausch

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-1898

dummy-image

Fifth Third Insurance - Taylor Walker

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6384

dummy-image

Fifth Third Insurance - Michelle Dunaway

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2624

dummy-image

Fifth Third Insurance - Brock Evans

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4044

dummy-image

Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
859-310-6816

dummy-image

First Command Financial Advisor - Michael Parker

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

dummy-image

Fifth Third Insurance - Josh Tucker

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7952

dummy-image

Fifth Third Insurance - Valarie Gilliland

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6388

dummy-image

River City Bank

14000 Shelbyville Road

Louisville, KY 40245
502-245-5500

dummy-image

Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-394-3961

dummy-image

Seth Baliban, CPWA - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

dummy-image

Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9555

dummy-image

Russell Louis Ferreri - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7619

dummy-image

Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9529

dummy-image

The Waterfront Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

dummy-image

Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5118

dummy-image

Fifth Third Insurance - Kelly Zullo

9700 Ormsby Station Rd

Louisville, KY 40223
502-400-3848

dummy-image

Fifth Third Insurance - Duane Ray

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7974

dummy-image

Fifth Third Insurance - Terri Searcy

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4037

dummy-image

Fifth Third Insurance - Jason Rankin

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4033

dummy-image

Fifth Third Insurance - Mike Meiners

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4043

dummy-image

Fifth Third Insurance - Don Thompson

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2622

dummy-image

Fifth Third Insurance - Joe Schifano

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0570

dummy-image

Allstate Personal Financial Representative: Thomas Neathamer

6608 Bardstown Rd
Ste C

Louisville, KY 40291
502-297-4853

dummy-image

Encore Wealth Management Group - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

dummy-image

Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
502-292-4870

dummy-image

Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
859-485-3425

dummy-image

Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
270-212-0780

dummy-image

Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
502-425-4000

dummy-image

Stifel | WG Investment Group

1131 Fairview Avenue
Suite 202

Bowling Green, KY 42103
270-418-2118

dummy-image

Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9522

dummy-image

New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
859-331-0316

dummy-image

Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
859-341-8184

dummy-image

Fifth Third Insurance - Jim Lawless

710 East Main Street

Lexington, KY 40502
859-899-2036

dummy-image

Fifth Third Insurance - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7947

dummy-image

Fifth Third Insurance - Roger Kelley

710 East Main Street

Lexington, KY 40502
859-899-2033

dummy-image

Fifth Third Insurance - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7931

dummy-image

Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2979

dummy-image

Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
502-400-3816

dummy-image

Fifth Third Insurance - Mike Pratt

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0569

dummy-image

Fifth Third Insurance - Jesse Gray

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2971

dummy-image

Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
502-645-8903

dummy-image

Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

dummy-image

Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
859-260-1820

dummy-image

Family Wealth Capital Partners - Isaac LaFond

9200 Shelbyville Rd
103

Louisville, KY 40222
502-200-6860

dummy-image

Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
502-499-5668

dummy-image

Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
859-384-0800

dummy-image

Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
502-423-7073

dummy-image

Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6697

dummy-image

Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

dummy-image

Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

dummy-image

Matthew Powell, CFP - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1376

dummy-image

Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
502-365-4600

dummy-image

Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

dummy-image

Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
502-690-6764

dummy-image

KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
859-795-4362

dummy-image

The Derby City Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4067

dummy-image

Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
270-594-5757

dummy-image

Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
502-893-7288

dummy-image

Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
502-909-3411

dummy-image

Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
502-426-6577

dummy-image

The Cunningham Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7659

dummy-image

Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
859-912-7615

dummy-image

Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
859-824-9422

dummy-image

Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
859-640-5624

dummy-image

Baliban Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

dummy-image

Fifth Third Preferred - Kylee Marcy

4801 Norton Healthcare Bouleva

Louisville, KY 40241
502-326-2635

dummy-image

Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

dummy-image

First Command Financial Advisor - Mason Helgeson

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

dummy-image

First Command Financial Advisor - Jessica Blaisdell

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

dummy-image

Crittendon Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1387

dummy-image

Jeff Burnett - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-253-2961

dummy-image

Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

dummy-image

Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4050

dummy-image

Allstate Personal Financial Representative: Richard King

3030 Hunsinger Ln

Louisville, KY 40220
502-836-4086

dummy-image

Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy

Lexington, KY 40509
859-208-2511

dummy-image

Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-855-6040

dummy-image

Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3915

dummy-image

The Pusateri Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

dummy-image

Peter Sutton McFarland - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

dummy-image

John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

dummy-image

Marc Alan Jackowitz - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

dummy-image

Jennifer Brenzel Hartlage - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

dummy-image

Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

dummy-image

Edward Jones - Financial Advisor: Jeff Brumett

308 Greensburg St

Columbia, KY 42728
270-384-0555

dummy-image

Jonathan P Smith - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

dummy-image

Jim Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9527

dummy-image

Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

dummy-image

Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
502-709-4677

dummy-image

Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
859-455-5479

dummy-image

Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

dummy-image

Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

dummy-image

Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5120

dummy-image

Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

dummy-image

Andrew Norden - Meridian Wealth Management

250 W Main St
3150

Lexington, KY 40507
859-721-2466

dummy-image

Alyce W Weixler - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4009

dummy-image

Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5129

dummy-image

Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5124

dummy-image

The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
502-562-5100

dummy-image

Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9557

dummy-image

River City Bank

500 South 6th Street

Louisville, KY 40202
502-585-4600

dummy-image

Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5098

dummy-image

Covenant Executive Management

10200 Forest Green Blvd
Ste 112

Louisville, KY 40223
502-649-2820

dummy-image

McFarland Wealth Management Group - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

dummy-image

Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

dummy-image

Allstate Personal Financial Representative: Steve Miller

406 Blankenbaker Pkwy
Ste H2

Louisville, KY 40243
502-253-1112

dummy-image

Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

dummy-image

The Inman & Benoit Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7770

dummy-image

Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-653-6815

dummy-image

Allstate Personal Financial Representative: Charles O. Pickett Jr.

100 Fountain Ave
Ste 404

Paducah, KY 42001
270-444-6956

dummy-image

Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
270-782-9824

dummy-image

Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

dummy-image

Melanie Cain - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8121

dummy-image

Lexington, KY Branch Office - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-269-6900

dummy-image

William Duncan III - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7769

dummy-image

Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5158

dummy-image

Morgan Stanley Financial Advisors

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

dummy-image

The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

dummy-image

Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6414

dummy-image

Fifth Third Private Bank - Robert Swieterman

250 West Main Street

Lexington, KY 40507
859-455-5204

dummy-image

Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5114

dummy-image

Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9550

dummy-image

Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9515

dummy-image

The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

dummy-image

Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5167

dummy-image

Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9576

dummy-image

The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

dummy-image

Morgan Stanley Financial Advisors

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

dummy-image

Morgan Stanley Financial Advisors

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9500

dummy-image

W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9566

dummy-image

The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

dummy-image

Kelli Price - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7654

dummy-image

David Walter Demarest - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8120

dummy-image

Jonathan Butcher - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

dummy-image

Nasief Powell Curtis Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7699

dummy-image

McFarland Wealth Management - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8116

dummy-image

The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

dummy-image

Wendy Bolton Splan - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2565

dummy-image

Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

dummy-image

Allen C. Garner Jr. - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

dummy-image

The BFG Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

dummy-image

Joyce Meyer Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2561

dummy-image

Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

dummy-image

Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4056

dummy-image

The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

dummy-image

Steven Kelsey, CRPC - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8401

dummy-image

Fresca Keller Wealth - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8107

dummy-image

The Scheid Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

dummy-image

Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

dummy-image

Jackowitz and White - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

dummy-image

Paradigm Partners - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

dummy-image

Dean M Donohue - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

dummy-image

M. Tinder Harris - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8105

dummy-image

Allen Garner Jr., CFP - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

dummy-image

Louisville, KY Private Wealth Management - UBS Financial Services Inc.

500 North Hurstbourne
Suite 300

Louisville, KY 40222
502-420-1391

dummy-image

Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

dummy-image

Lydia May - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8409

dummy-image

First Command Financial Advisor - Robey Smith

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

dummy-image

Paducah, KY Branch Office - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-442-6730

dummy-image

Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3926

dummy-image

Buckner Woodford V, CFA - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8109

dummy-image

Journey Advisory Group

15 W 5th Street

Covington, KY 41011
859-888-0356

dummy-image

Rachel D. Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5126

dummy-image

Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5096

dummy-image

Fifth Third Preferred - Bradley Cooper

8100 Burlington Pike

Florence, KY 41042
859-960-3090

dummy-image

Fifth Third Securities - Alex Linderman

8003 Preston Highway

Louisville, KY 40219
502-551-9848

dummy-image

Mike Scarafia - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5146

dummy-image

William C Wolford - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4077

dummy-image

Suzanne Elaine Figueredo - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9518

dummy-image

Fifth Third Securities - Nathan Rainbolt

2000 Bardstown Road

Louisville, KY 40205
502-909-3786

dummy-image

Justin E Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9580

dummy-image

Matt Kuerzi - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4094

dummy-image

Graham Switzer - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4087

dummy-image

Constance B Brotherton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9545

dummy-image

Rob Schenkenfelder - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

dummy-image

Bruce Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4012

dummy-image

Fifth Third Securities - Phil Weber, CFP®

5002 Old Taylor Mill Road

Taylor Mill, KY 41015
859-814-0846

dummy-image

Phil Hanna - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4081

dummy-image

Alexander Blair - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4072

dummy-image

Michael Knabel - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5132

dummy-image

Brett Mahle - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4006

dummy-image

Fifth Third Private Bank - Leslie Hale

401 South 4th Street

Louisville, KY 40202
502-562-5242

dummy-image

Keith Norris - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4074

dummy-image

Harding Dawahare - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9516

dummy-image

Paige Abner-Peden - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4026

dummy-image

Brent Stern - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4080

dummy-image

Paul Kilgus - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6695

dummy-image

Fifth Third Preferred - Michael Kuhn

3821 Ruckriegel Parkway

Louisville, KY 40299
502-297-6197

dummy-image

Nathan A. McCauley - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4062

dummy-image

Michael Scheid - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

dummy-image

Fifth Third Preferred - Jessica Travelstead

2000 Bardstown Road

Louisville, KY 40205
502-562-8214

dummy-image

Paige Bentz - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
631-548-4030

dummy-image

Fifth Third Securities - Robert Kane

10400 Shelbyville Road

Louisville, KY 40223
502-909-3776

dummy-image

James K Miller - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

dummy-image

Dick Wilson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5091

dummy-image

Andy A Milliken - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9537

dummy-image

Christopher Dolt - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9520

dummy-image

Fifth Third Preferred - Michael Steffen

6801 Alexandria Pike

Alexandria, KY 41001
859-448-2643

dummy-image

Brandon Fraley - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9525

dummy-image

Bob Phelps - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5142

dummy-image

Philip W. McCauley III - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4034

dummy-image

Jonathan Slevin - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4097

dummy-image

Fifth Third Preferred - Scott Best

590 Buttermilk Pike

Crescent Springs, KY 41017
859-331-5325

dummy-image

Eric M. Scott - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4079

dummy-image

Clyde Pelton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9539

dummy-image

Fifth Third Preferred - Robert Ernst

3095 North Bend Road

Hebron, KY 41048
859-692-9349

dummy-image

Bob Schneider - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

dummy-image

Fifth Third Preferred - Hayley Clark

3003 Dixie Highway

Edgewood, KY 41017
859-344-4878

dummy-image

Thomas Perrone - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4063

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors