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38544
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Dominic E
Series 65
Cookeville, TN
Ridgebrooke Capital Management LLC
Dominic Emord is a financial advisor with Ridgebrooke Capital Management LLC holding a Series 65 designation. He has been with Ridgebrooke since 2024 and previously worked at Oculus Imaging. Outside of finance, he has been involved with Passio Language Academy since 2020. Ridgebrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and actively manages fixed indexed annuities alongside traditional portfolios.
Caleb R
Series 65
Cookeville, TN
Cravens & Company Wealth Management
Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.
Travis G
Series 66
Cookville, TN
Compass Advisory Partners LLC
Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.
Richard H
Series 63, Series 65
Cookeville, TN
Ridgebrooke Capital Management LLC
Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with NYLIFE Securities LLC and New York Life. Outside of advising, he is involved with Auxilia Training LLC, where he has held a position since 2018. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors strategies using fundamental, technical, charting, and cyclical analysis and manages fixed indexed annuities with a fee-based approach, operating with full discretionary authority.
David S
CFP®, Series 66
Cookeville, TN
Compass Advisory Partners LLC
David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.
Wayne C
Series 63
Cookeville, TN
Cravens & Company Wealth Management
Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.
R. K
ChFC®, Series 65
Cookeville, TN
Ridgebrooke Capital Management LLC
R. Kirby is a financial advisor with RidgeBrooke Capital Management LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. His prior experience includes roles at Virtue Capital Management, LLC and Horter Investment Management. He also serves on the Board of the International Foundation for Retirement Education. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs tailored investment strategies using multiple analytical methods and manages fixed indexed annuities with full discretionary authority, distinguishing itself through its affiliation with an insurance business and active fee-based annuity management.
William W
Series 63, Series 65
Cookeville, TN
Southland Equity Partners, LLC.
William Welch III is a financial advisor at Cravens & Company Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cravens and Company Advisors LLC since 2009, along with prior roles at FSC Securities Corporation, Progressive Savings Bank, and Rains Agency Inc. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, family office programs, fixed-income management, business consulting, and retirement plan fiduciary services, employing a collaborative approach that integrates financial, tax, and estate planning with portfolio management.
Jason M
Series 66
Cookeville, TN
Creative Financial Designs, Inc.
Jason Murphy is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 11 years of industry experience. His work history includes roles at CFD Investments, Diamond Financial Group, and Creative Financial Designs since 2014. Outside of finance, he is active as a professional juggler and magician and also maintains a beekeeping activity. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm utilizes asset-class model allocations informed by third-party research, offers a range of investment strategies including Biblical Responsible Investing, and provides flexible billing arrangements alongside a family of affiliated financial services.
Daryl P
Series 63, Series 65
Cookeville, TN
Creative Financial Designs, Inc.
Daryl Phillips is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Financial Designs since 2017, alongside prior roles at Diamond Financial Group and CFD Investments, Inc. Phillips is also an independent insurance agent specializing in life insurance and annuities. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm’s investment approach includes asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.
James C
Series 63, Series 65
Cookeville, TN
Csenge Advisory Group, LLC
James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.
Michael G
CFP®, Series 66
Cookeville, TN
Creative Financial Designs, Inc.
Michael Gray is a CFP® and Series 66-registered financial advisor with three years of industry experience. He is currently with Creative Financial Designs, Inc. and previously worked at several firms including Fidelity Financial Strategies and Lion Street Financial. Gray serves as Board President of the Hope Springs Clinic, a nonprofit providing mental health care services in his community. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs model-based asset allocations across varied risk profiles and supports Biblically Responsible Investing strategies.
Chris W
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
Chris Wakefield is an Investment Advisor Representative with Csenge Advisory Group, LLC, holding a Series 66 designation and over 12 years of industry experience. He has worked at several firms including Compass Advisory Partners, LLC and FSC Securities Corporation. Outside of his advisory roles, he serves as a board member for Kids Putnam, an organization supporting families with children who have developmental delays. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm provides asset management, financial planning, and retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs.
Stephanie F
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
Stephanie Flatt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms including Integrity Alliance, Lion Street Financial, Compass Advisory Partners, and Fsc Securities Corp. Outside of her advisory role, she is employed at Cannon, Clark, Holman & Associates, an accounting firm where she performs bookkeeping and tax return services. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with relative-strength methodology, primarily utilizing mutual funds and ETFs in customized portfolios.
Anthony W
Series 65
Cookeville, TN
Foundations Investment Advisors LLC
Anthony Wright is a Series 65-licensed financial advisor with six years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. He is also engaged in insurance sales unrelated to his investment advisory work. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.
Pamela F
Series 66
Cookeville, TN
Csenge Advisory Group, LLC
Pamela Fitzpatrick is a financial advisor at Csenge Advisory Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has held roles at firms including Lion Street Financial, Compass Advisory Partners, and Raymond James Financial Services. She also serves as a power of attorney for a family member. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a systematic investment process that combines fundamental and technical analysis with a relative-strength methodology.
Hugh G
Series 65
Cookeville, TN
Csenge Advisory Group, LLC
Hugh Gebhardt is a Series 65 licensed financial advisor at Csenge Advisory Group, LLC with one year of industry experience. He previously worked at Elevate Financial Planning and Wealth Management and 21st Mortgage Corporation, among other roles. Outside of his advisory work, he is also employed by Wakefield Venture Group, an investment-related business. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a focus on relative strength methodology and a top-down investment approach, offering customized portfolios through discretionary management or model-based allocations.
Michael A
Series 65
Cookeville, TN
Inspire Advisors, LLC
Michael Alexander is a financial advisor with Inspire Advisors, LLC in Cookeville, Tennessee. He holds a Series 65 designation and has professional experience spanning roles in emergency services, including eight years with the Alameda County Fire Department and earlier work with Paramedics Plus. Outside of financial advising, he is also involved with True Blue Realty. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individuals, high-net-worth clients, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs diverse analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs within discretionary authority.
Bennett J
Series 63, Series 65
Cookeville, TN
Commonwealth Financial Network
Bennett Jared is a financial advisor with Commonwealth Financial Network in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been the owner of MapleCross Wealth Management, LLC since 2011, operating in securities, advisory, and insurance services. Outside of his advisory work, he manages Buffalo Valley Farms, LLC, a personal farming equipment and property business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.
David N
Series 66
Cookeville, TN
First Command Advisory Services
David Neate is a financial advisor with First Command Advisory Services in Cookeville, TN, holding a Series 66 credential and 25 years of industry experience. His prior experience includes more than a decade at LPL Financial and involvement with Mariner Independent Advisor Network, where he provides investment advisory services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
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Finding advisors...
77 advisors near
38544
within the area shown on the map
Out of 400,000+ nationwide