Investment Planning Louisville

Wisdom Financial Management, LLC
101 Bullitt Lane (502) 425-4000

Asset Preservation Group, LLC.
12312-C Shelbyville Rd. (502) 653-7981

Fidelity Investments
500 North Hurstbourne Suite 450 (800) 544-1577

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Fidelity Investments
10019 Forest Green Blvd (800) 544-1577

Edelman Financial Engines
9960 Corporate Campus Drive Suite 1200 (833) 752-6333
Bios

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ACCESS Wealth Management
4360 Brownsboro Rd (502) 292-5500
Bios

Current Wealth Management at First Kentucky Securities
4360 Brownsboro Road (502) 893-7288

Jonathan Litmer - Ameriprise Financial Services, LLC
408 Blankenbaker Pkwy Ste 100 (502) 489-6900

More info available at FINRA's BrokerCheck website

Mariner
4801 Olympia Park Plaza Suite 3500 (502) 233-1970

Wells Fargo Advisors
1137 E SOUTH BOULDER RD (303) 441-0379

Contact us to learn more

Patrick T. Morgan - Morgan Stanley
4969 US Highway 42 (502) 394-4057

Schneider Peden Wealth Management Group - Morgan Stanley
4969 US Highway 42 (502) 394-4025

Brandon L. Luttrell - Morgan Stanley
400 West Market St (502) 562-5120

Wells Fargo Advisors
297 N. Hubbards Lane (502) 561-5000

This location does not handle banking transactions

Aviator Investment Management
9300 Shelbyville Road (502) 882-7132

Prosperitas Investment Partner
4229 Bardstown Rd 315 (502) 584-4008

Neil Abney - Financial Advisor, Ameriprise Financial Services, LLC
805 N Whittington Pkwy Ste 100 (502) 394-3968

More info available at FINRA's BrokerCheck website

Mainstreet Financial Group, LLC
7980 New La Grange Rd (502) 425-4070

Fifth Third Securities - Michael Harned
2207 Holiday Manor Center (502) 909-3329
Products and Services

Fifth Third Private Bank - Robert Swieterman
401 South 4th Street (502) 562-8176
Products and Services