Top financial advisors in Bowling Green, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your financial future in Bowling Green, KY, especially if you're planning for retirement or managing investments with a long-term horizon. A common mistake is underestimating how local living costs can affect your retirement savings and spending power.
- Local cost awareness. Ask how they factor Bowling Green's lower living expenses into your retirement plan to avoid over- or under-saving.
- Experience with retirement sequencing. Confirm how they plan withdrawals and income streams to make your savings last.
- Investment risk management. Discuss how they balance growth and safety tailored to your retirement timeline and comfort.
- Fee structure clarity. Understand how flat fees or other charges might impact your portfolio over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ben C
Series 66
Bowling Green, KY
J.P. Morgan Securities
Ben Campbell offers wealth management services in Bowling Green, KY, with nine years of experience and a Series 66 designation, making him well-equipped to address retirement planning and investment management needs. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and ESG-focused asset allocation, he charges a 0.30% annual fee, which may appeal to clients seeking structured investment approaches and institutional-level resources.
Experience: 9 years
Avg account: $318,381
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Cary P
Series 66
Bowling Green, KY
Edward Jones
Cary Page offers retirement planning expertise in Bowling Green, KY, with a focus on general retirement and college savings strategies, supported by Edward Jones' extensive resources. His experience with educators and medical professionals, combined with a clear fee structure of up to 1.35% annually, distinguishes him among advisors at a large firm with broad wealth management capabilities.
Experience: 2 years
Avg account: $246,728
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Jacob C
Series 66
Bowling Green, KY
Ameriprise
Jacob Cooley specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Bowling Green, KY. Working with Ameriprise, a large firm, he offers a 0.15% AUM fee structure and provides detailed, tax-efficient retirement planning supported by a centralized consulting team, distinguishing him from advisors with smaller firm resources or different fee models.
Experience: 3 years
Avg account: $471,167
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Kevin C
CFP®, PFS™, Series 63, Series 66
Bowling Green, KY
LPL Financial
Kevin Counts brings 27 years of experience and holds CFP® and PFS™ designations, making him well-equipped to address retirement planning needs in Bowling Green, KY. Working with LPL Financial, a large firm offering both discretionary and non-discretionary management, he provides flat-fee financial planning and consulting services, which may appeal to clients seeking transparent fee structures and seasoned guidance.
Experience: 27 years
Avg account: $399,489
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Michael N
Series 63, Series 66
Bowling Green, KY
Cambridge Investment Research Advisors
Michael Newton's 34 years of experience and expertise in retirement income strategy and annuities make him well-suited to address retirement planning needs in Bowling Green, KY. Affiliated with Cambridge Investment Research Advisors, a large firm offering diverse investment options and flat-fee structures, he also serves self-employed clients and brings additional insight as an independent insurance agent, distinguishing him from other local advisors.
Experience: 34 years
Avg account: $378,281
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