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Financial Planners in Kentucky

Financial Planners in Louisville, KY

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38 results found

John Frymire Louisville, KY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Stock Broker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Financial Management Analyst • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Compliance Examiner • Auditor • Advisor • Volunteer • Investor • Spokesperson • Representative • Non-Profit • Judge • Master of Science • Education Professional • Instructor • Insurance Professional • Sports Trainers

Experience & Education

Position:
Financial Advisor, CFP®, ChFC, CLU at Alexander Investment Services Co.
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Alexander Investment Services Co. Financial Advisor, CFP®, ChFC, CLUsince May 2009Morgan Stanley Financial Advisor, CFP, CLU, ChFCMay 1998 - May 2009
Skills:
Investment management, retirement planning, financial planning, employer-sponsored retirement plans
Full Profile

Mark Carroll Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Prudential Financial
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
Prudential Financial Financial Planner
Full Profile

Charlotte Schoenagel Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Property Administrator at Derby City Inc.
Title:
Financial Planner at National College of Business & Technology
Location:
Louisville, Kentucky Area
Industry:
Higher Education
Work history:
Derby City Inc. Property Administratorsince Jul 2010
Full Profile

Jason Hunsucker Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Elder at Antioch Church, Financial Planner at Gilliam, Mease & Associates, LLC
Title:
Financial Planner
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Antioch Church Eldersince Jan 2009Gilliam, Mease & Associates, LLC - 455 S. 4th Street Ste 410, Louisville, KY 40202Financial Plannersince Jun 2005
Full Profile

Neil Quinlan Louisville, KY

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner at ARGI Financial Group
Title:
Certified Financial Planner TM at ARGI Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
ARGI Financial Group Financial Plannersince May 2006Smith Barney Financial AdvisorSep 2004 - May 2006
Full Profile

Dan Cupkovic Louisville, KY

Professions & Specialties

Financial Associate • Financial Planner • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Apprentice • Financial Manager • Student Worker • Real Estate Manager

Experience & Education

Position:
Financial Planner / Investment Analyst at ARGI Financial Group
Title:
Senior Financial Associate at ARGI Financial Group
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
ARGI Financial Group Financial Planner / Investment Analystsince Jan 2008Developers Diversified Realty Intern2002 - 2002
Full Profile

Regina Williams Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Logistics Supervisor • Logistics Supply Chain Professional • Logistician • Automotive Specialist • Automotive Professional • Production Director • Production Manager

Experience & Education

Title:
Materials Planning & Logistics Supervisor
Location:
Louisville, Kentucky Area
Industry:
Logistics and Supply Chain
Work history:
Ford Motor Company Materials Planning and Logistics SupervisorFeb 2001 - Jun 2008Redstone Federal Credit Union Financial Planner IDec 1998 - Jan 2001
Full Profile

Cory Young Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Army Lieutenant Colonel • Entertainment Professional • Entertainer • Disk-Jockey • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Planner at Western & Southern Financial Group, CEO at Magic Connection Inc
Title:
CEO at Magic Connection Inc
Location:
Louisville, Kentucky Area
Industry:
Retail
Work history:
Western & Southern Financial Group Financial Plannersince Jan 2013Magic Connection Inc - Clarksville TN Louisville KYCEOsince Mar 1991
Skills:
Retail, Merchandising, Customer Service, Inventory Management, Visual Merchandising, Microsoft...
Languages:
German
Full Profile

Kristy Trzcinski Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Underwriter • Analyst • Counselor • Analysts • Advisor • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Large Group Underwriting Analyst at Humana
Title:
Underwriter
Location:
Louisville, Kentucky Area
Industry:
Hospital & Health Care
Work history:
Humana Large Group Underwriting Analystsince Oct 2008National City Bank Financial Planner/Branch Sales and Service ConsultantMay 2003 - Oct 2008
Full Profile

Todd Oetken Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Managers

Experience & Education

Title:
Financial Planner
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Joe Tichenor Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Partner / Senior Financial Planner at ARGI Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Kevin Leet Louisville, KY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Kentucky Planning Partners
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Kentucky Planning Partners Financial Plannersince Oct 2007Hilliard Lyons Financial ConsultantAug 1996 - Apr 2005
Full Profile

Paula Parkerson Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Member at Blue Apple Players, Inc, Ambassador at Greater Louisville Inc., Financial Planner...
Title:
Financial Planner, Kentucky Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Blue Apple Players, Inc Board Membersince 2006Greater Louisville Inc. Ambassadorsince 2003
Full Profile

Donna Baker Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Supporting Member • Team Member • Dermatologist • Skin Care Technician • Cosmetologist • Beautician

Experience & Education

Work

Company:
National college
Student service/financial planner
Company:
Billing office
Associate in dermatology - collections/insurance billing
Full Profile

Larry Doub Louisville, KY

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Owner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Independent Financial Services Professional
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Doub & Associates OwnerJan 1988 - Oct 2005
Full Profile

Teri Lipscomb Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Coats Financial Planning
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Ryan Eatherly Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner & Investment Officer at Martin Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Dennis Johnson Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Financial Partners Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Financial Partners Group Financial Planner
Full Profile

Mark Carroll Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Prudential Financial
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Prudential Financial Financial Planner
Full Profile

Marcia Mccracken Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Administrative assistant - Retired
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Retired Administrative assistantJan 1998 - May 2005
Full Profile

John Deglow Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager

Experience & Education

Work

Company:
Hilliard lyons financial services - Louisville, KY
Svp, director of wealth strategies
Company:
Walker financial services - Bowling Green, KY
Financial planner
Full Profile

Amy Stuber Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Hilliard Lyons
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Andrew Southworth Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Kentucky Planning Partners
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Larry Gatewood Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Information Technology Specialist • IT Specialist • Independent Business Owners

Experience & Education

Position:
Financial Planner at Self
Title:
Self employed
Location:
Louisville, Kentucky Area
Industry:
Information Technology and Services
Work history:
Self Financial Planner
Full Profile

Andy Southworth Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Kentucky Planning Partners
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Full Profile

Gregory Kuehl Louisville, KY

Professions & Specialties

Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
President of Kuehl Financial, LLC
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Financial Planner at New England Financial
Full Profile

Bryce Raley Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Partner • Vice President • Chief Executive • Marketing Manager • Narrator • Reciter • Inbound Marketer • Advertising Professional • Web Marketer • Advertising Sales Agent • Project Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Recruitment

Experience & Education

Position:
Vice President of Marketing and Development, Chief Storyteller at The Content Squad, Partner at...
Title:
Vice President of Marketing and Development, Chief Storyteller
Location:
Louisville, Kentucky Area
Industry:
Marketing and Advertising
Work history:
The Content Squad - Louisville, Kentucky AreaVice President of Marketing and Development, Chief Storytellersince Oct 2010Simplified Solutions LLC,. - Louisville, Kentucky AreaPartnersince Aug 2007
Skills:
Social Media Marketing, Marketing Strategy, Email Marketing, SEO
Financial Planner/Recruiter at Keystone Financial..
Full Profile

Will Felts Louisville, KY

Professions & Specialties

Laborer • Construction Worker • Construction Specialist • Construction Laborer • Accounts Payable Specialist • Accounts Payable

Experience & Education

Work

Company:
Ford
Operator/laborer
Company:
Save a step - Clarksville, IN
Accounts payable specialist
Full Profile

David Thimme Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Senior Online Leader • SEO Specialist • Market Analyst • Market Research Analyst • Internet Marketing Manager • Web Marketer • Counselor • Advisor • Owner • Marketing Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Analysts • Operations Manager • Secondary School Teacher • Special Education Professors • Higher Education Professional • School Administrator • Educational Manager • Nursing Assistant

Experience & Education

Position:
Online Marketing Consultant at SMB Internet Authority, Business Owner at Aquasana For Life
Title:
Marketing Consultant at SMB Internet Authority
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
SMB Internet Authority Online Marketing Consultantsince Oct 2010Aquasana For Life Business Ownersince 2007
Assistant Financial Planner at American Express Financial Ad..
Full Profile

Jeff Lucas Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Security • Advisor • Account Service Manager • Client Service Officer • Customer Service • Managers • Chief Research Officer • Chief Executive • Master of Arts • Bachelor of Science

Experience & Education

Position:
Insurance Consultant at Lucascorp
Title:
Public Adjuster
Location:
Louisville, Kentucky Area
Industry:
Capital Markets
Work history:
Lucascorp - Louisville, Kentucky AreaInsurance Consultantsince Jan 2010Tyco Fire & Security - Louisville, Kentucky AreaCommercial Account ExecutiveJun 2008 - Jan 2009
Plan Coordinator/Financial Planner at MetLife
Full Profile

Theresa Steinemann Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Marketing Manager • Operations Manager • Marketing Administrator • Chemist

Experience & Education

Title:
Specialty Leasing/Marketing Manager at Macerich
Location:
Louisville, Kentucky Area
Industry:
Retail
Financial Planner at Citizens Union Bank/Money Con..
Full Profile

Damon Bootes Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Security • Logistics Supply Chain Professional • Logistician • Founding Member • Chief Executive • Event Planner • First Aid Instructor • Self-Enrichment Education Teacher • Sales Representative

Experience & Education

Position:
Chief Operating Officer at Five M Transportation Corporation, Principle at DRB Tax Planning Service
Title:
COO Five M Transportation Corp.
Location:
Louisville, Kentucky
Industry:
Logistics and Supply Chain
Work history:
Five M Transportation Corporation - Louisville, KYChief Operating Officersince Mar 2002DRB Tax Planning Service - Louisville, KYPrinciplesince Jan 1994
Skills:
New Business Development, Strategic Planning, Management, Financial Analysis, Negotiation, Sales,...
Certifications:
CPR and First Aid Instructor, American Red Cross
Financial Planner
Full Profile

Ronald Schaefer Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Manager • Operations Manager • Project Managers • Coordinator • Volunteer Coordinator • Project Manager • Supporting Member • Managers • Non-Profit • Team Member • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Liberty mutual
Claims specialist - quality assurance
Company:
Liberty mutual
Senior claims specialist
Full Profile

Melissa Meader Louisville, KY

Professions & Specialties

Retail Investment Officer • Financial Planner • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Owner • Chief Executive • Development Director • HR Manager • Bachelor of Science • Advisor

Experience & Education

Work

Company:
Dust and all vintage
Small business owner
Company:
Dust and all vintage - Statesboro, GA
Alumni development specialist
Full Profile

Larry Mitchell Louisville, KY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Financial Director • Financial Officer • Financial Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Ky region concessions
Owner/president
Company:
Farm and ranch healthcare
Sales
Full Profile

Andrew Harris Louisville, KY

Professions & Specialties

Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Treasurer • Operations Manager • Financial Officer • Financial Manager • Business Administrator • Insurance Professional • Underwriter • Sales Representative

Experience & Education

Work

Company:
Scotiabank
Senior treasury manager and head of treasury department
Company:
Canadian imperial bank of commerce
Assistant group treasurer
Full Profile

Robert Daughtry Louisville, KY

Professions & Specialties

Sales Account Associate • Sales Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Sales Manager

Experience & Education

Work

Company:
Avis - Louisville, KY
Rental sales associate
Company:
Daymar college - Louisville, KY
Financial services advisor
Full Profile

Larry Mitchell Louisville, KY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Ky region concessions
Company:
Farm and ranch healthcare
Sales
Full Profile

Financial Planners near Louisville, KY01New AlbanyCrestwoodMount Washington


Financial Planners around Louisville, KY

Crestwood  (1)
New Albany  (1)

Financial Planners in Kentucky

Sub-specializations

Financial Planner  (38)