A complete list of active advisors currently associated with Wealth Management of Kentucky, Inc.

Warmer can help you find a great advisor at Wealth Management of Kentucky, Inc. or one who fits your needs even better.

Wealth Management of Kentucky provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, as well as select pension plans and small businesses. The firm offers ongoing portfolio management, prepares individualized investment policy statements, and may implement portfolios directly or by allocating assets to separately managed accounts and third‑party money managers. The firm follows a mix of analytical approaches — including fundamental, technical, quantitative methods and modern portfolio theory — and employs a range of strategies from long‑ and short‑term trading to options and structured product exposures. It generally manages client accounts on a discretionary basis, acts as co‑advisor to recommended sub‑advisors, and documents risk tolerances and asset allocation in client investment policy statements. Notable differences from many peers include disclosed state regulatory orders and fines involving the firm’s management, an affiliated insurance‑sales activity where representatives are licensed insurance agents and may offer commissionable products, and the use of derivatives and options strategies within separately managed accounts — features that are relatively uncommon among firms of this size and type. The firm also combines a small advisory team with the use of TPMMs and SMAs, which can affect how investment implementation and oversight are conducted.

To learn more about the advisors currently working at Wealth Management of Kentucky, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.