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Nicholas Poe

Advisor at HighPoint Planning Partners

Updated today

Location

Paducah, KY 42001

Credentials

Series 63, Series 65

Industry experience

14 years

About

Nicholas Poe is a financial advisor with HighPoint Planning Partners in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Keystone Financial Group, LPL Financial, and Jennings & Associates Financial Advisors. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pensions, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with a range of custodial and third-party solutions.

Client services

Based on HighPoint Planning Partners

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on HighPoint Planning Partners

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on HighPoint Planning Partners

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees typically ranging from $500 to $20,000 for financial planning and consulting

Percentage

0% to 2.20% annually

Commissions

Dually Registered Persons earn commissions on brokerage sales separate from advisory services; HPAG itself does not earn commissions on advisory accounts

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Annual retainer fees up to $20,000 for ongoing financial planning and consulting, payable monthly, quarterly, or annually

Other

Account minimum: $5,000 Fee-only: Financial planning and consulting fees charged hourly up to $500/hour, fixed fees typically $500 to $20,000, or annual retainer fees up to $20,000

Location

3326 N Friendship Rd, Suite E

Paducah, KY 42001

Most active in

Kentucky

Work history

Highpoint Advisor Group, LLC

2024 - Present (2 years)

Keystone Financial Group, LLC

2016 - 2023 (7 years)

LPL Financial

2015 - Present (11 years)

Jennings & Associates Financial Advisors, LLC

2013 - 2024 (11 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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Crystal J

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.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Keith J

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.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Kristin L

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.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Miranda W

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.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Logan B

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.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

Cory S

Series 63, Series 65

Paducah, KY

On Investment Management CO

Cory Samsil is a financial advisor with On Investment Management Company based in Paducah, KY, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at THE O.N. Equity Sales Company and Ohio National Financial Services since 2004. Outside of his advisory role, he is a partner in an insurance sales business and president of a steel fabrication company. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to third-party investment platforms, with a mix of discretionary and non-discretionary asset management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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