Louisville, KY Lily Creek Road Office
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Alexander Investment Services Co.
Team
Firm-wide stats for Alexander Investment Services Co.
About
Alexander Investment Services Company provides investment advisory and financial planning services to individuals (including high net worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers primarily non-discretionary portfolio management, retirement plan consulting and education, written financial plans (flat fee), third‑party administrator services for retirement plans, and, in some cases, trustee services.
AIS conducts investment analysis using technical, fundamental, cyclical methods and long‑term purchase strategies and tailors recommendations to each client’s objectives, risk tolerance, and time horizon. The firm discloses that most client assets are managed on a non‑discretionary basis—$559,254,869 non‑discretionary versus $17,546,467 discretionary as of June 30, 2026—and routinely directs custody and trade execution to Charles Schwab and American Funds F2 accounts.
The firm is dually registered as an investment adviser and a broker‑dealer, and its advisors are also licensed insurance agents, which can result in additional commission‑based compensation and 12b‑1 payments when they act in those capacities; AIS discloses these conflicts and its related policies. AIS also provides retirement plan TPA services and requires directed brokerage to its recommended custodians, does not aggregate trades across advisory accounts, and disclosed a 2025 FINRA sanction related to Regulation BI shortcomings that it reports has been corrected.
Based on Alexander Investment Services Co.
Expertise
Based on Alexander Investment Services Co.
Occupation focus
Based on Alexander Investment Services Co.
Location
909 Lily Creek Road #101
Louisville KY 40243-2808
Advisors at this office
3
Advisors at this office
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.
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.
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.
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