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Rodger McAlister - CEP. Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures.When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a …Visit Christina Kaiser, Bankers Life Agent and Bankers Life Securities Financial Representative at 101 Bullitt Ln in Louisville, KY for a free quote, ...Michael Parker joined First Command Financial Services as a Financial Advisor in January 1992, following a 20-year career in the United States Army. There, his capstone assignment was as an avionics maintenance officer and chief warrant officer in the 160th Special Operations Aviation Regiment.Financial Advisor. Chief Operating Officer of. Align Wealth Management. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.423.7073. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.16 Feb 2023 ... James J. Pierson, Dean of Misericordia University's College of Business, talks with Ralph A. Capristo '10, Partner and Certified Financial ...Certified Financial Planners in Louisville, KY Here is a complete list of most experienced Certified Financial Planners in your town. Be sure to look at other towns near Louisville, KY to find the names of more professionals.... licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit ...Jun 21, 2023 · As a whole, financial advisors aren’t a diverse group of people. The average age of a financial advisor is 55, and 20% of financial advisors are 65 or older, according to a 2019 study by J.D. Power. Find the best financial advisor in Louisville, KY. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.The team includes advisors who hold the certified financial planner (CFP), chartered financial analyst (CFA), chartered wealth advisor (CWA) and financial paraplanner qualified professional (FPQP) designations.IN, KY, OH. Registered as IAR in the following states: IN, KY, OH. Experience. Wells Fargo Advisors Louisville, KY 2013-2014. Morgan Stanley Wealth Management Louisville, KY 2011-2013. Charlie Wilsons Appliance Louisville, KY 1997-2009. Professional Designation. CFP® CRPS® – Certified Retirement Plans Specialist, College for Financial PlanningFrank is a Certified Financial Planner with more than 25 years experience in Financial Planning and Wealth Management.Townsend Financial Planning, LLC, was founded by Melody Townsend, CFP (r). The investment management firm is based in Mount Sterling, Kentucky, with additional offices in Lexington and Louisville. Townsend provides investment advice and fee-only financial planning to families and individuals of all income levels.In 2021, the number of Black and Latino certified financial planners in the U.S. grew 13.8% from the previous year — certainly good news. The more sobering statistic from the CFP Board is that ...Bachelor of Science in Personal Financial Planning | Western Kentucky University. Been offered positions with firms across the United States. Attended national conferences in Nashville, Baltimore, Boston Seattle, San Diego, and Orlando. Toured wealth management firms in Louisville, Nashville and beyond. Accepted internships with …830 East Main St Ste 105. Louisville, KY 40206. See more firms in Kentucky. Thomas Fischer is a certified financial planner working in Louisville, Kentucky with a total of 14 years of relevant experience. Fischer works at Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America, Inc, Securities ... PHONE. 502.412.4050. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Samuel Weining. Our clients know that we put their b5.0 (3) · Louisville, KY. Seed and Seal Events is a wedding ev ... financial planning firm Just Money Advisors in Louisville, KY. A Certified Financial Planner®, Andy does retirement planning, tax planning, college planning ... Certified Financial Planner Board of Standards Inc. owns t Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ... Find the right Morgan Stanley advisor for yo

Our team of fiduciary financial planners and financial advisors in Louisville have. a process to guide you through it - Maximize Your Opportunity Zone. CLICK HERE TO DOWNLOAD YOUR FREE REPORT ON. “HOW TO PREPARE FOR A GREAT RETIREMENT”. SCHEDULE AN APPOINTMENT WITH PILLAR FINANCIAL ADVISORS. OR CALL 502.384.3890 IN LOUISVILLE.Find a financial planner in Kentucky today! ... Certified Public Accountant (CPA) Attorney ... Louisville, KY 40207 (502) 894-9366 x*813 ... ... licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit ...FPA of Kentuckiana. Louisville , KY. Join. Louisville Skyline. About FPA Kentuckiana ... financial planner, the planner should be a CFP® certificant. Many FPA ...Associate Director, Certificate in Financial Planning. John Maze Stewart Department of Finance and Quantitative Methods. (859) 257-4675. [email protected]. Rick Mason. Director of Professional Recruiting. Professional Resource Center. Upgrade your degree or your credentials in only 11 months by becoming a Certified Financial Planner.

If you'd prefer to fill out a registration form, you can download, print and complete your registration form and mail or fax to the address below: UK Income Tax Seminar Program 301 C.E. Barnhart Building Lexington, KY 40546 Fax Number: 859-323-0098. The UK Income Tax Seminars are filled with useful information that will provide the information ...Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs. Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs. Insurance solutions to help protect you and your family. Annuity solutions that help balance protection, tax ... …

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