Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
21 years
Location
Paducah, KY 42001
AE Wealth Management, LLC
Enterprise
Brandon Morgan is a Certified Financial Planner (CFP®) with over 21 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Virtue Capital Management, Horter Investment Management, and the American Financial Education Alliance. Morgan serves on the boards of the Community Foundation of Western Kentucky and the FACE Foundation, where he is involved in education and humanitarian relief efforts. He is also president of Bradshaw & Weil Wealth Management, an insurance and financial planning agency, and is authoring a book on retirement planning for physicians. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
Paducah, KY Broadway St.
314 Broadway St.
Paducah KY 42001
Advisors at this office
1
Kentucky
21 years of industry experience
Paducah Insurance Agency
2025 - Present • 1 year
Paducah, KY
AE Wealth Management, LLC
2021 - Present • 5 years
Topeka, KS
American Financial Education Alliance
2017 - 2018 • 1 year
Paducah, KY
Virtue Capital Management, LLC
2016 - 2021 • 5 years
Nashville, TN
American Church Group Of Kentucky
2016 - 2018 • 2 years
Paducah, KY
Horter Investment Management, LLC
2015 - 2016 • 1 year
Cincinnati, OH
The Peoples Bank
2007 - Present • 19 years
Marion, KY
Bradshaw & Weil Wealth Management, Llc
1997 - Present • 29 years
Paducah, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Crystal Johnson is a financial advisor at Jennings & Associates Financial Advisors, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Jennings & Associates since 2021, with prior experience at LPL Financial LLC and a background at Victoria's Secret. Outside of her advisory role, she is a licensed notary and owns a home-based business, JFR LLC. Jennings & Associates Financial Advisors is an SEC-registered advisory team serving primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $208 million using a proprietary “GPS Method” that aligns client income goals with asset allocation strategies, combining fundamental, technical, and tactical analysis on an LPL Financial custodial platform.
Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Keith Jennings is a financial advisor at Jennings & Associates Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, Jennings is involved in authoring a book titled GPS Journal and participates in non-investment related training activities. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for about 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm uses a proprietary “GPS Method” for investment decisions and offers discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.
Series 63, Series 65
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.
Series 63, Series 66
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Miranda Wood is a financial advisor at Jennings & Associates Financial Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Wood serves as a for-profit board member on the supervisory committee of Signet Federal Credit Union. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.
Series 65
Paducah, KY
Jennings & Associates Financial Advisors, LLC
Logan Brown is a financial advisor at Jennings & Associates Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McDonald's and Thoroughbred Research Group. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers services such as discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.
Series 63, Series 65
Paducah, KY
MRA Advisory Group
Dalton Chandler II is a financial advisor at MRA Advisory Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Niagara International Capital Limited and Ameriprise Financial Services, Inc. Chandler has been with MRA Advisory Group since 2017. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm employs risk-based model portfolios reviewed by an Investment Committee and offers investment solutions including Biblically Responsible Investing, alternative investments, and private equity for eligible clients.
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