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Benjamin Mckain

Advisor at Primerica Advisors

Updated today

Location

Louisville, KY 40222

Credentials

Series 63, Series 65

Industry experience

5 years

About

Benjamin Mckain is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and Park Avenue Securities. He serves on a local finance committee in Louisville, KY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm implements investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

9300 Shelbyville Road, Suite 320

Louisville, KY 40222

Most active in

Indiana · Kentucky · New Jersey · Ohio · Texas

Work history

Park Avenue securities

2024 - Present (2 years)

Guardian life Insurance Company

2024 - Present (2 years)

Northwestern Mutual Wealth Management Company

2020 - 2024 (4 years)

Northwestern Mutual Investment Services LLC

2020 - 2024 (4 years)

Northwestern Mutual Life Insurance Company

2020 - 2024 (4 years)

Advance Team Partners

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul S

CFA®, Series 63, Series 66

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Paul Stropkay is a CFA® charterholder and financial advisor with 14 years of industry experience. He is the principal of Sapphire Fiduciary Advisors, LLC, an independent firm based in Louisville, KY, where he has worked since 2021. Stropkay serves on the boards of directors for Rockcastle Bancorp and Citizens Bank, providing oversight on bank policy, operations, and credit matters. He is also a general partner in a private real estate investment entity, Plowshares Capital, LLC. Sapphire Fiduciary Advisors is a registered investment adviser offering discretionary investment management and sub-advisory services to individuals, families, trusts, institutions, and other advisers. The firm manages approximately $59.7 million, focusing on high-quality securities through fundamental and quantitative analysis, actively managing portfolios under discretionary authority with periodic reviews.

Active portfolio management Private / alternative investments

Elijah E

CFP®

Louisville, KY

Essa Financial LLC

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Inherited wealth Educators, Teachers, and Academics Young Professionals Gen Y/Millennials (Born 1980-1995)
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Matthew D

Series 66

New Albany, IN

Trimingham Financial

Matthew Doyle is a financial advisor at Trimingham Financial, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial serves individual clients by providing comprehensive financial planning and investment management, focusing on asset allocation primarily through exchange-traded funds. The firm employs both strategic and dynamic allocation techniques and generally requires clients to custody managed accounts with Interactive Brokers.

General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jeb J

CFP®, Series 63, Series 65

Louisville, KY

Plentiful Wealth, LLC

Jeb Jarrell is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Plentiful Wealth, LLC in Louisville, KY. His prior roles include positions at Render Capital, Ameriprise Financial Services, Commonwealth Financial Network, and Merrill Lynch. Outside of advising, he hosts a podcast focused on Kentucky history and culture and serves as treasurer and board member of a nonprofit providing housing services to the homeless. Plentiful Wealth serves individual clients, including high-net-worth households, and nonprofit organizations by offering investment management, comprehensive financial planning, outsourced Chief Investment Officer services, and pension/retirement plan consulting. The firm’s advisory process integrates fundamental security analysis with modern portfolio theory to tailor portfolios according to client objectives and risk tolerance, with specialized programs for nonprofits and no stated account minimum.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) General retirement planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Anita L

CFP®, Series 66

Louisville, KY

Inspire Private Wealth Management

Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

General retirement planning Divorce financial planning General tax planning Wealth management
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Andrew S

CFP®, Series 65

Louisville, KY

Bluegrass Financial Planning, LLC

Andrew Sloan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has operated Bluegrass Financial Planning, LLC in Louisville, KY since 2013. Outside of his advisory role, he coaches field hockey part-time at the Christian Academy of Louisville. Bluegrass Financial Planning primarily serves individual clients, offering comprehensive financial planning, discretionary investment management, and tax planning and preparation services. The firm follows a fundamental, long-term buy-and-hold investment approach focused on asset allocation and low-cost index funds, managing approximately $56.2 million on a discretionary basis for about 73 clients.

General retirement planning Wealth management Passive / index investing General tax planning
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