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Louisville, KY Office

Team
Updated today

Client AUM

$297,078,307

Clients

785

Advisors

4

Of 6 advisors across 2 offices

Location

8311 Shelbyville Road

Louisville KY 40222

Advisors at this office

4

Advisors at this office

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Michael R

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Michael Ramser is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.

Private / alternative investments Real estate investing Retirement income strategy Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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Cameron W

Series 66

Louisville, KY

J. Hagan Capital, Inc.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Before entering financial services, he spent six years at Wagoner's Painting. J. Hagan Capital serves individuals, high-net-worth clients, trusts, and estates with portfolio management, financial and tax planning, and access to alternative investments including private placements and non-traded REITs. The firm integrates tax and estate planning into investment decisions through in-house professionals and utilizes both third-party managers and model portfolios with a long-term investment approach.

Private / alternative investments Real estate investing Retirement income strategy Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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Mathew K

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Mathew Koole is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual from 2014 to 2019. J. Hagan Capital serves individuals, high-net-worth clients, trusts, and estates, providing portfolio management, financial and tax planning, and access to alternative investments. The firm focuses on customized, long-term portfolios and integrates tax and estate planning through in-house professionals.

Private / alternative investments Real estate investing Retirement income strategy Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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Jonathan H

Series 63, Series 65

Louisville, KY

J. Hagan Capital, Inc.

Jonathan Hicks is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J. Hagan Capital since 2018 and previously held roles at several related entities from 2013 to 2018. Outside of his advisory work, he is the founder of Auctus Tactical Inc., providing consulting services to private equity and hedge fund companies, and serves as Chief Marketing Officer for Demter Tactical Investments Corp, which operates tactical and quantitative investment strategies. J. Hagan Capital provides investment advisory and planning services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Private / alternative investments Real estate investing Retirement income strategy Tax strategies for small businesses General estate planning guidance Founder/Business Owner
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