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11 advisors near
40033
within the area shown on the map
Out of 400,000+ nationwide
Christopher M
CFA®, Series 63
Lebanon, KY
Chadds Ford Wealth Partners, LLC
Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.
Charles W
Series 63, Series 66
Lebanon, KY
Creative Financial Designs, Inc.
Charles White is a financial advisor at Creative Financial Designs, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs since 2008. Additionally, he serves as a consultant-CPA with White and Company PSC, providing support on an as-needed basis. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm utilizes asset-class model allocations across five risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.
Charles C
Series 66
Springfield, KY
Truist Advisory Services
Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.
Adam P
CFP®, Series 63, Series 66
Lebanon, KY
Edward Jones
Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.
David W
Series 66, Series 65
Lebanon, KY
LPL Financial
David Winebrenner Jr. is a financial advisor with LPL Financial based in Lebanon, KY. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC from 2013 to 2018. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.
Brandon T
Series 66
Springfield, KY
Edward Jones
Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.
Dylan C
Series 66, Series 65
Lebanon, KY
LPL Financial
Dylan Cambron is a financial advisor with LPL Financial in Lebanon, Kentucky. He holds Series 65 and Series 66 licenses and has been in the industry since 2023. His prior experience includes roles at Winebrenner Financial Services and self-employment, as well as positions at Western Kentucky University and the University of Kentucky. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
Trenton R
Series 63, Series 65
Perryville, KY
Cetera
Trenton Randall is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at LPL Financial, FSC Securities Corp, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and operates Randall Horse and Cattle Co, a family farm dedicated to raising and breeding horses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Bradford C
Series 63, Series 66
Lebanon, KY
Edward Jones
Bradford Cox is a financial advisor with Edward Jones in Lebanon, KY, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked at Edward Jones since 2009. Cox serves as a director of the Marion County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.
Kalei C
Series 66
Lebanon, KY
Edward Jones
Kalei Cox is a financial advisor at Edward Jones in Lebanon, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kalei worked in a variety of roles including at Parker Industrial Supply and Central Kentucky Optometric Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.
Abby W
Series 66, Series 65
Lebanon, KY
Edward Jones
Abby Wiser is a financial advisor at Edward Jones with three years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Cerity Partners and ARGI Investment Services. Before entering the financial sector, she was involved with the WKU Center for Financial Success and taught at Marion County High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
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Finding advisors...
11 advisors near
40033
within the area shown on the map
Out of 400,000+ nationwide