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
Series 66
Experience Industry experience
4 years
Location
Lafayette, LA 70508
LPL Enterprise
Institution
Kristopher Aubrey is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and CS Planning Corp. Kristopher has been involved with Ragin Kajun Networks, a business entity related to tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and access to a range of financial products, combining adviser programs with insurance sales and lending services.
Based on LPL Enterprise
Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.
Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.
Financial planning and consulting services fees can be hourly, typically up to $500 per hour.
Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.
Lafayette, LA James Comeaux Rd
149 James Comeaux Rd, Ste. B
Lafayette LA 70508
Advisors at this office
1
Louisiana
4 years of industry experience
LPL Enterprise
2025 - Present • 1 year
Baton Rouge, LA
CS Planning Corp.
2024 - 2025 • 1 year
Portland, OR
Edward Jones
2021 - 2024 • 3 years
St Louis, MO
Ragin Kajun Networks
2021 - 2021 • 1 year
Lafayette, LA
Goodman Networks
2017 - 2019 • 2 years
Scott, LA
Advantage Home Resources
2017 - 2017 • 1 year
New Iberia, LA
Primerica Financial Services
2016 - 2021 • 5 years
Lafayette, LA
Primerica Advisors
2016 - 2021 • 5 years
Lafayette, LA
Superior Inspection Services
2014 - 2016 • 2 years
Broussard, LA
Tri Drill
2014 - 2016 • 2 years
Broussard, LA
SLCC
2009 - 2017 • 8 years
Crowley, LA
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Verified by Warmer
Series 65
Lafayette, LA
W&S BROKERAGE Services, Inc.
Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.
Series 65
Lafayette, LA
Horizon Capital Management, Inc.
Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.
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