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Gerald W

Series 63

Louisville, KY

Alexander Investment Services Co.

Gerald Wells is a Series 63 licensed financial advisor with Alexander Investment Services Co. in Louisville, KY, bringing 45 years of industry experience. He has been with Alexander Investment Services Co. since 1983. Outside of his advisory role, he serves as a shareholder and director of a Papa John's Pizza franchise and is involved in health insurance and golf course operations as a director and shareholder, respectively. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical analysis alongside long-term purchase strategies, managing most client assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
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Michael H

Series 66

Louisville, KY

Alexander Investment Services Co.

Michael Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY. He holds a Series 66 designation and has 10 years of industry experience, all with Alexander Investment Services Co. since 2016. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical analysis alongside long-term purchase strategies, primarily managing client assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
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Thomas W

Series 63

Louisville, KY

Alexander Investment Services Co.

Thomas Wilson is a financial advisor at Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation with 41 years of industry experience. He has been with Alexander Investment Services Co. since 1987. Wilson serves as a trustee for the Francis Masser Charitable Trust, which was established to provide ongoing support for specific charities. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical investment analysis with primarily non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Self-Employed Founder/Business Owner Doctor or Medical Professional Mid-Career Professionals
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