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Learn more about Louisville, KY Office in Louisville, KY. Providing wealth management services. Louisville, KY Office ... A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the .... Financial advisor louisville ky

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Visit ameriprise.com. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. 4.9 / 5 rating based on 26 reviews. Start preparing for a more confident future. View more markets and economic insights. Fee Only Financial Advisor serving Kentucky and the surrounding communities. Accredited Wealth Mangement 6010 Brownsboro Park Blvd, Ste F Louisville, KY 40207 (502) 290-1905 +1 More Number (502) 290-1905. CONNECT WITH Steven. ... Louisville, KY 40207 (502) 894-9366 x*813 CONNECT WITH Tracy.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. 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We believe pre-retirees need positive outcomes for their futures, and our advisors can help you pursue the long-term retirement goals you’ve always imagined. Visit our Louisville office or call us at 502-690-5635 for a complimentary retirement review! Wealth Management & Trust Services. Wealth Management. &. Trust Services. With over $14.5 billion of assets under advisement**, Ronald Blue Trust advisors apply technical expertise and biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4156 | 800-998-7686 Fax: 502-561-5097Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. 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You build the possibilities.How much is a financial planner? On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per ...Prior to joining the advisory investment team, Jen was a leader in Financial Planning Services, responsible for the strategic design and operational execution of the Full Support consulting service. She began her career at Northwestern Mutual in 2005 and spent many years in Wealth Management Company, contributing to the growth and success of ...Clinton Carrier. CRD Number: 5054604. Current Firm: Pnc Investments. Clinton Carrier (CRD# 5054604) is an Investment Advisor Representative working at Pnc Investments in Louisville, KY and has over 17 years of experience in the finance industry. CONTACT.Muhammad Ali has one older brother, Rahaman “Rudy” Ali. Rahaman Ali is two years older than his famous sibling and was also a professional boxer. The siblings were born in Louisville, Ky. Rahaman’s birth name was Rudolph Valentino Clay, and...Kezia Ramsey is an Ameriprise Financial Advisor serving the Louisville, KY area. Get the personal financial advice you need to achieve your goals. Kezia Ramsey, Financial Advisor in Louisville, KY Results 1 - 30 of 208 ... He is ignorant and illiterate. He has no knowledge of investments other than what he reads, which he can only regurgitate verbatim, not ...A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. 5.0 / 5 rating based on 16 reviews. Start preparing for a more confident future. Read the latest market and economic updates from Ameriprise experts. View more markets and economic insights.Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ...Learn more about Northwestern Mutual's Robert S Harlow Jr, Financial Advisor in Louisville, KY 40202. Learn more about Northwestern Mutual's Robert S Harlow Jr, Financial Advisor in Louisville, KY 40202. Skip to main content. ... Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial …Financial Advisor. Matt joined the Family Wealth Group Team in June of 2021. ... He earned a Bachelor’s degree from Murray State University and a Master’s Degree from Southern Seminary in Louisville. He holds FINRA Series 7 and Series 66 licenses as well as Life and Health Insurance licenses. ... Team in May of 2022. Prior to joining Family ...Jun 27, 2023 · Benzinga’s compiled a list of the best financial advisors in Louisville, Kentucky for whatever your needs demand. My Account ... PLAZA 1 SUITE 400LOUISVILLE KY, 40223. Phone number. 502-805-3000 ... Louisville, KY 40207; Contact Information (502) 308-4270; [email protected]; 3700 Brownsboro Road Louisville, KY 40207; Our Services. Retirement Planning; ... Top 1,200 Financial Advisors: State-by-State as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations ...ANTHONY CARNEY is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... ANTHONY CARNEY Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4195 ...Financial Advisors Near You. Looking for a financial advisor in a nearby city? Here are some other lists of top financial advisors in the area: The Top Financial Advisors in …Chase Porter. CRD Number: 5955999. Current Firm: J.p. Morgan Securities LLC. Chase Porter (CRD# 5955999) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Louisville, KY and has over 12 years of experience in the finance industry. Similar Advisors. Colleen K. Abate. CRD# 6729610. Ameriprise Financial …Financial Advisor. 502.489.5460. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 7 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check. All Jobs. Military Financial Advisor Jobs. Easy 1-Click Apply First Command Financial Services Financial Advisor Full-Time ($72,100 - $125,900) job opening hiring now in Louisville, KY. Apply now!Morgan Stanley Louisville Branch Financial Advisors can help you achieve your financial goals.The number of years we've been there for our clients – through depressions, downturns, and two World Wars. Here's where you. can find us. 400 W Market St Ste 2250. Louisville, KY 40202. Franchise Owner. 502.653.6815. [email protected]. Client Satisfaction 5.0 / 5 rating based on 23 reviews. Start preparing for a more confident future. Take the 3-Minute Confident Retirement ® check.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals.A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. If you know someone who has financial questions, please let them know about my practice. Review tax planning strategies throughout the entire year, not just during tax season. Explore tax insights. MARY DIANE BELL is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... MARY DIANE BELL Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-423-6237 ...Let Us Help You Experience A WorryFree Retirement®. Retirement Planning Specialists in Louisville, Lexington, and Bowling Green Kentucky.How much is a financial planner? On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per ...About this Advisor. Justin Beavers is a financial advisor working in Louisville, Kentucky, who has 6 years of industry experience. Beavers is an employee of Financial Engines Advisors L.L.C. Their career trajectory has included roles at Edward Jones, Raymond James & Associates Inc, Metlife Securities, Commonwealth Bank & …Louisville, Kentucky is the proud hometown of the Kentucky Derby, the most famous horse race in the U.S. It is a fast-growing tourist destination, and it’s not hard to see why—the city has far more to offer than its equestrian activities.Joshua M. Smith. CRD#: 4861445. 500 N. Hurstbourne Parkway, Suite 120, Louisville, KY 40222. Joshua Smith (CRD# 4861445) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 16 years of experience in the finance industry.4969 US Highway 42 Ste 1600 Louisville, KY 40222-6390 T: 502.329.2938 F: ... Raymond James financial advisors may only conduct business with residents of the states ...Top 10 Financial Advisor Firms in Kentucky | SmartAsset.com. $4,832,854,403. Louisville, KY 40245. The fee-only firm has a $100,000 minimum asset requirement. The firm offers investment management services for a fee based on a percentage of client assets and through a wrap fee program, where management and brokerage costs are bundled into one ... Find a Financial Advisor; Market Insights; Baird Funds; Corporations & Institutions. Asset Management. Equity Asset Management; Baird Advisors; Global Investment Banking. Who We Serve; ... Louisville, Kentucky 500 W. Jefferson Street Suite 2600 Louisville, KY 40202 +1-502-588-8400. Memphis, Tennessee 6815 Poplar Ave Suite 120 Germantown, …Find a Financial Advisor; Market Insights; Baird Funds; Corporations & Institutions. Asset Management. Equity Asset Management; Baird Advisors; Global Investment Banking. Who We Serve; ... Louisville, Kentucky 500 W. Jefferson Street Suite 2600 Louisville, KY 40202 +1-502-588-8400. Memphis, Tennessee 6815 Poplar Ave Suite 120 Germantown, …The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 per year. These numbers represent the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated additional pay is $40,548 ...A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. ... We love our home in Louisville Kentucky where we enjoy a rich community of neighbors, friends and our church St. Patrick. My husband ...Jan 12, 2023 · Events & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. MVHBR Wealth Management Group 101 Bullitt Ln Suite 400 Louisville, KY 40222 Learn more about Northwestern Mutual's Robert S Harlow Jr, Financial Advisor in Louisville, KY 40202. Learn more about Northwestern Mutual's Robert S Harlow Jr, Financial Advisor in Louisville, KY 40202. Skip to main content. ... Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial …Search 3271 in Kentucky and find an advisor near you with the US News Advisor Finder. ... Financial Advisors in Kentucky. ... Louisville, KY Lexington, KY Covington, KY. 3,271 matches. 1 Filter ...Karen Lincks is a financial advisor based out of Louisville, Kentucky with a total of 3 years of industry experience. Lincks is currently employed by Morgan Stanley. Throughout their career, Lincks has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Morgan Stanley. Lincks has Series 63 and Series 65 …Finance experts generally agree that choosing a fiduciary financial advisor is the most favorable option. Of course, it does depend on your financial needs. If your goal is to find retirement planning, wealth management, and other financial advisory services in the same place, enlisting a fiduciary is the simplest way to meet those needs.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve …PHONE. 502.894.9366. Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.Closed - Opens at 9:00 AM. (502) 762-1774. 8141 Bardstown Rd. Louisville, KY 40291. Start working with a J.P. Morgan Advisor and explore ways to invest online. Explore the locations nearest to you.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.Best Financial Advisory Firms USA Today 2023. Top US-Based Fee-Only Registered Investment Adviser InvestmentNews 2016 - 2023. Citywire 50 Growers Across America Citywire 2023. As of 9/30/2023. Includes Fisher Investments and its subsidiaries. How We Can Help. Personal Wealth Management.4969 US Highway 42 Ste 1600 Louisville, KY 40222-6390 T: 502.329.2938 F: ... Raymond James financial advisors may only conduct business with residents of the states ...Muhammad Ali has one older brother, Rahaman “Rudy” Ali. Rahaman Ali is two years older than his famous sibling and was also a professional boxer. The siblings were born in Louisville, Ky. Rahaman’s birth name was Rudolph Valentino Clay, and...502-233-1970. Contact This Office 4801 Olympia Park Plaza. Suite 3500. Louisville, KY 40241. Get directions 502-233-1970.Keystone Financial Group manages, which manages over $1 billion in client assets, is the No. 1 firm on our list of the top financial advisors in Lexington. The firm has several other offices throughout Kentucky, in Louisville, Somerset, Ashland, Leitchfield and Mt. Sterling.130. Collective years of experience. We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for ...Securities offered through Securities America, Inc., Member, and advisory services offered through Securities America Advisors, Inc., A SEC Registered Investment Advisor, Joshua Gilliam, Representative. Gilliam Mease Advisors and the Securities America Companies are not affiliated. 462 S. 4th St., Ste. 220, Louisville, KY 40202. 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.Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. Client Satisfaction 4.9 / 5 rating based on 60 reviews. At Kentucky Planning Partners, we are dedicated to helping you pursue your financial goals, whether that's education savings, retirement savings, or diversifying your investment portfolio. Call us today to learn more- 502-394-0400.Rich Wealth Management LLC is a comprehensive financial planning and investment management firm based in Louisville, Kentucky serving families and businesses all over the U.S. We serve our clients ...KY Association of Insurance and Financial Advisors; Estate Planning Council of Louisville. Related Services. Personal Financial Planning; Personal and Business ...Triple Crown Advisors. A financial advisory practice of Ameriprise Financial Services, LLC. 502.244.4114. Client Satisfaction 4.9 / 5 rating based on 60 reviews. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. 5.0 / 5 rating based on 16 reviews. Start preparing for a more confident future. Read the latest market and economic updates from Ameriprise experts. View more markets and economic insights. Morgan Stanley has dedicated advisors in Louisville, KY who are ready to help you meet your wealth management goals. Find a Morgan Stanley Advisor in Louisville, KY | Financial Advisors, Wealth Management, Investment Advice Childress & Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. Ameriprise Platinum Financial Services. 5.0 / 5 rating based on 13 reviews. Ameriprise has been named one of the Most Trustworthy Companies in America 2023 by Newsweek.Richard Wilson is a financial advisor working in Louisville, Kentucky who has 9 years of industry experience. Wilson currently works for Morgan Stanley. Throughout their career, Wilson has worked at Ubs Financial Services Inc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Wilson has Series 63 and Series 65 licenses ...Financial advisor louisville ky

Financial Planning; ... 9750 Ormsby Station Rd Ste 102 Louisville, KY 40223-4037; ... and currently the University of Louisville College of Business Board of Advisors . Financial advisor louisville ky

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Prior to joining the advisory investment team, Jen was a leader in Financial Planning Services, responsible for the strategic design and operational execution of the Full Support consulting service. She began her career at Northwestern Mutual in 2005 and spent many years in Wealth Management Company, contributing to the growth and success of ...Learn more about Northwestern Mutual's Teresa C Knear Solorzano, Financial Advisor in Louisville, KY 40202. Learn more about Northwestern Mutual's Teresa C Knear Solorzano, Financial Advisor in Louisville, KY 40202. ... Measured by 2020 revenue. Sources: Financial Advisor and InvestmentNews, April 2021, Financial Planning, August 2021.Nov 14, 2023 · 4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Richard Wilson, a financial advisor in Louisville, KY with the US News Advisor ... 4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. 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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Financial Process. Insights. Media. Contact. Client Login. Meet the J. Hagan Capital financial services team out of Louisville, Kentucky. Jon Hicks, Mathew Koole, and the rest of the team are ready to help start your financial planning today!Jeremy Atkinson is a private wealth advisor in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office. As a CERTIFIED FINANCIAL PLANNER TM certificant and an experienced wealth advisor to individuals, families, and businesses, Jeremy uses his objective perspective to help clients make wise ... Find a Financial Advisor; Market Insights; Baird Funds; Corporations & Institutions. ... 500 West Jefferson Street, Suite 700, Louisville, KY 40202 +1-502-588-8400 ... Contact Information. [email protected] 888-FEE-ONLY (888-333-6659) Additional InfoEvents & podcasts; See your advisor Find an advisor menu. Find an advisor; See your advisor; Your advisor. Holley, McCauley & Associates 101 Bullitt Lane Suite #400 Louisville, KY 40222Get notified about new Financial Advisor jobs in Louisville, KY. Sign in to create job alert Similar Searches Financial Advisor jobs 63,980 open jobs Bank Manager jobs ...Address. 1000 Cherokee Road, Louisville, KY 40204. Map. Open in Google Maps. Learn more about Mark Thompson, a financial advisor in Louisville, KY with the US News Advisor Finder.Deloitte is now hiring a Full-time GPS Engagement Financial Advisor, Consultant in Louisville, KY. View job listing details and apply now. Community; Jobs; …Apr 16, 2023 · Christopher Foster is a certified financial planner based out of Louisville, Kentucky who has 4 years of industry experience. Foster is an advisor for Robert W. Baird & Co. Inc. Throughout their career, they have worked at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Foster holds a Series 63 license, designating them as a ... CFP®, QPFC ... Fee Only Financial Advisor serving Louisville, Kentucky and the surrounding communities. Credent Wealth Management. 4350 ...LARRY CARTER is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... LARRY CARTER Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5054 ...Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer.Louisville, KY 40243. Phone. 502.315.1222. Advisors for this Location. Wealth Management & Trust Services. The Louisville financial advisors at Ronald Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals ...Helping our clients, their families and friends stay focused on their long-term financial goals is our top priority. Because of this, we're proud to share that Dean Donohue has been recognized on 3 industry publications’ top financial advisor lists: Forbes Best-in-State Wealth Advisors, 2018-2023; Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022; AdvisorHub's Fastest Growing ...Learn more about Northwestern Mutual's Ralph H Barringer, Financial Advisor in Louisville, KY 40222A financial advisory practice of Ameriprise Financial Services, LLC. 502.365.4600. [email protected]. An Ameriprise Platinum Financial Services ® Advisor. Client Satisfaction 5.0 / 5 rating based on 13 reviews. ANTHONY CARNEY is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... ANTHONY CARNEY Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4195 ...Graeter Wealth Advisors, LLC is a Louisville, Kentucky based Independent Registered Investment Advisory firm with clients throughout the United States and in Europe. The firms highly experienced financial team is led by Don, Drew and Spencer Graeter. They combine degrees in law, accounting, economics and business with more than 55 years ...About this Advisor. David Winer is a financial advisor operating out of Louisville, Kentucky who has 5 years of relevant experience. Winer is an employee of Access Wealth Management, Inc. Winer has gained experience at Access Wealth Management, Boston University, School Of Management, Boston University, Questrom …Cardinal Pointe Financial Group is an Ameriprise private wealth advisory practice in Louisville KY. Get the personal financial advice you need. Cardinal Pointe Financial Group - Louisville, KY: Ameriprise2210 Dundee Rd Ste 101. Louisville, KY 40205. CLOSED NOW. From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…. 27. Edward Jones - Financial Advisor: Patrick D Shellenberg.Get notified about new Financial Advisor jobs in Louisville, KY. Sign in to create job alert Similar Searches Financial Advisor jobs 63,980 open jobs Bank Manager jobs ...Retirement Planning Specialists in Louisville, Lexington, and Bowling Green Kentucky. ... Fiduciary & Financial Advisor. Wes Walker. ... Louisville, KY 40222. Bowling ...Learn more about Louisville, KY Branch Office in Louisville, KY. Providing wealth management services. Louisville, KY Branch Office ... Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will ...The estimated total pay for a Financial Advisor is $108,745 per year in the Louisville, KY area, with an average salary of $68,197 per year. These numbers represent the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated additional pay is …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.4969 US Highway 42 Ste 1600 Louisville, KY 40222-6390 T: 502.329.2938 F: 855.545.1250. Map and Directions Map and Directions. The Power of Planning ... Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response …Jeremy Atkinson is a private wealth advisor in the Private Wealth division of Ronald Blue Trust and serves clients out of the Louisville, Kentucky office. As a CERTIFIED FINANCIAL PLANNER TM certificant and an experienced wealth advisor to individuals, families, and businesses, Jeremy uses his objective perspective to help clients make wise ... Contact Ronald Mosser, Financial Advisor in Louisville, KY 40219 with Truist Bank. Learn more.About this Advisor. Christopher Foster is a certified financial planner based out of Louisville, Kentucky who has 4 years of industry experience. Foster is an advisor for Robert W. Baird & Co. Inc. Throughout their career, they have worked at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Foster holds a Series 63 license ...More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors near you in Louisville, Kentucky. The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.Financial Advisor Office Location Phone Number; Brandon L. Luttrell Inquire with Brandon: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5120: Bob Phelps Inquire with Bob: 400 West Market St, Ste 2500 Louisville, KY 40202: 502-562-5142: Amy Wiitala Inquire with Amy: 13151 Magisterial Dr, Ste 101-A Louisville, KY …A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5434. [email protected]. 5.0 / 5 rating based on 16 reviews. 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