Louisville, KY Ormsby Station Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$49,095,836,103
ClientsTotal clients
23,288
AdvisorsAdvisors at this office
3
Of 400 advisors across 56 offices
Location
9510 Ormsby Station Road, Suite 101
Louisville KY 40233
Advisors at this office
3
Advisors at this office
Daniel H
Series 63, Series 65
Louisville, KY
Savant Wealth Management
Daniel Hutcherson is a financial advisor at Savant Wealth Management in Louisville, KY, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Sortino Advisory Partners for 10 years before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies across multiple asset classes, supported by integrated accounting, legal, and trust services.
Stephen H
Series 66
Louisville, KY
Savant Wealth Management
Stephen Heitz is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 66 designation with 22 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Sortino Advisory Partners for a decade each before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.
Elizabeth B
Series 65
Louisville, KY
Savant Wealth Management
Elizabeth Blackford is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 65 designation and one year of industry experience. Prior to joining Savant, she worked with Catholic Charities of Louisville and the Boys and Girls Club of Greater Cincinnati. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.
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