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Brady Thomas Reynolds

Advisor at Cerity partners LLC — Elizabethtown, KY

Updated today

Credentials

Series 66

Experience

2 years

Location

Elizabethtown, KY 42701

Cerity partners LLC logo

Cerity partners LLC

Enterprise

Total advisors

752

Across 97 offices

Clients per advisor

33 Very Low

Avg AUM per client

$4,574,620 Very High

HNW client ratio

58% Very High

About

Brady Reynolds is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Investment Planners, Inc., and Indian Hills Country Club. Prior to his advisory roles, he was employed in various positions including at Western Kentucky University and Hardin Public School District. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Client services

Based on Cerity partners LLC

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

Expertise

Based on Cerity partners LLC

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy

Occupation focus

Based on Cerity partners LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees may be charged for financial planning and other non-investment advisory services, negotiated per engagement.

Commissions

Commissions are earned by affiliated insurance agency CP Risk Management on insurance and annuity products; also, certain employees acting as registered representatives earn commissions on brokerage transactions.

Project-based

Hourly fees may be charged for financial planning or other consulting services, based on scope of engagement.

Performance-based

Performance-based fees are charged to qualified clients under Rule 205-3; also, affiliated private investment vehicles may charge performance fees as described in governing documents.

Other

Minimum fee: Minimum fees may be charged if assets under management fall below a threshold; specifics are negotiated with each client and may exceed 1.50% of assets under management. Fee-only: Financial planning fees may be charged as flat fees or included in investment management fees; fees are negotiable and vary by client circumstances.

Location

See office

Elizabethtown, KY

310 Ring Road

Elizabethtown KY 42701

Advisors at this office

7

Most active in

Kentucky

Work history

2 years of industry experience

Cerity Partners LLC

2024 - Present • 2 years

New York, NY

Cambridge Investment Research Advisors

2024 - 2024 • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2024 - 2024 • 1 year

Fairfield, IA

Investment Planners, Inc.

2023 - 2024 • 1 year

Bowling Green, KY

Indian Hills Country Club

2022 - 2023 • 1 year

Bowling Green, KY

Western Kentucky University

2020 - 2023 • 3 years

Bowling Green, KY

Bluegrass Sportsplex

2019 - 2023 • 4 years

Elizabethtown, KY

Sky's the Limit

2018 - 2019 • 1 year

Elizabethtown, KY

E'town Country Club

2018 - 2020 • 2 years

Elizabethtown, KY

Hardin Public School District

2013 - 2020 • 7 years

Elizabethtown, KY

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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Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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