Owensboro, KY Frederica St. Office

Team
Updated today

Client AUM

$42,347,851,697

Clients

139,740

Advisors

3

Of 917 advisors across 420 offices

Location

3402 Frederica St.

Owensboro KY 42301

Advisors at this office

3

Advisors at this office

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Emma G

CFP®, Series 65

Owensboro, KY

Private Advisor Group, LLC

Emma Goetz is a CFP® with three years of industry experience, currently affiliated with Private Advisor Group, LLC and operating under the business name Retirement & Financial Strategies. Her prior work includes roles at Hensley & Throneberry CPAs and Western Kentucky University’s Finance Department. Outside of her advisory role, she co-owns Double EG LLC and Retirement and Financial Solutions LLC, both financial services practices independent of Private Advisor Group, and also provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs diverse investment strategies and supports access to multiple third-party asset management programs and separately managed account strategies.

Retired Founder/Business Owner
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Evan G

CFP®, Series 65

Owensboro, KY

Private Advisor Group, LLC

Evan Goetz is a CFP® and Series 65-registered financial advisor with Private Advisor Group, LLC, based in Owensboro, KY. He has two years of industry experience and previously worked at Western Kentucky University and Owensboro Country Club. Mr. Goetz serves as a board member of the Owensboro Lions Club, a charitable organization providing community services. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Retired Founder/Business Owner
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Kelsey P

Series 66

Owensboro, KY

Private Advisor Group, LLC

Kelsey Peacock is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. In addition to her advisory role, she is a licensed notary. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Retired Founder/Business Owner
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