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Bradley M

Series 63

Louisville, KY

LPL Financial

Bradley Manthey is a financial advisor with LPL Financial in Louisville, KY, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Ameriprise from 2003 to 2007. Manthey is also president of BSM Consulting, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including advisory platforms that utilize model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victor M

Series 63, Series 66

Louisville, KY

LPL Financial

Victor Meyerowitz is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL in 2017, he worked at Private Client Services, LLC for seven years and has operated Meyerowitz/King, a CPA firm specializing in tax preparation and accounting, since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven K

Series 63, Series 66

Louisville, KY

LPL Financial

Steven King is a financial advisor at LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent seven years with Private Client Services, LLC. In addition to his advisory work, King is a partner at Meyerowicz & King, PLLC, a CPA firm he has been involved with since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael D

Series 63, Series 66

Louisville, KY

LPL Financial

Michael Durham is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2007 and previously spent four years with Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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