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TOP 30 Accredited portfolio management in Kentucky
8 results found
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Accredited Wealth Management
Accredited Wealth Management is a prestigious finance institution located at 6010 Brownsboro Park Boulevard in Louisville, Kentucky. Our team of experienced professionals are dedicated to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Accredited Wealth Management to guide you towards financial success and peace of mind.
Andrew Jostworth - Associate Financial Advisor, Ameriprise Financial Services, LLC
Andrew Jostworth is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 740 Centre View Boulevard in Crestview Hills, Kentucky, United States. Andrew holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Andrew is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and more, Andrew is committed to helping clients achieve their financial goals.
Edward Jones - Financial Advisor: Theo Williamson, AAMS™
Edward Jones - Financial Advisor: Theo Williamson, AAMS™ is a trusted financial institution located at 227 A 3rd Street in Henderson, Kentucky, United States. As a certified Accredited Asset Management Specialist, Theo Williamson offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, Edward Jones provides a comprehensive range of services to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for education, or building a diversified investment portfolio, Theo Williamson and the team at Edward Jones are dedicated to helping you secure a stable financial future.
Nickolus Stephens - Financial Advisor, Ameriprise Financial Services, LLC
Nickolus Stephens is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6001 Claymont Village Drive in Crestwood, Kentucky, United States. Nickolus Stephens holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and the Accredited Investment Fiduciary® (AIF®) designation. Additionally, Nickolus Stephens is an APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certified, and holds a certification as a Behavioral Financial Advisor. Nickolus Stephens also specializes in Chartered Advisor in Philanthropy® (CAP®), CAS® for fixed-rate and variable annuities, CASL® for senior and retirement planning, and is a Certified Divorce Financial Analyst. Nickolus Stephens is a Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, and CERTIFIED FINANCIAL PLANNER™ professional. Nickolus Stephens is a Certified Fund Specialist, Chartered Financial Consultant®, and Chartered Special Needs Consultant.
Brian Haehl - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian Haehl is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 295 North Hubbards Lane in Louisville, Kentucky, United States. Brian Haehl holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brian Haehl is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Brian Haehl is committed to helping clients achieve their financial goals.
John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
John W Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. The institution offers a variety of certifications and designations to ensure that their advisors are well-equipped to provide expert financial advice to their clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, and more. Advisors at this institution are also trained in areas such as estate planning, retirement planning, investment strategies, and risk management. The institution is dedicated to providing comprehensive and personalized financial services to individuals and small business owners.
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 408 Blankenbaker Parkway in Louisville, Kentucky, United States. The institution offers a wide range of financial services and is home to professionals with various certifications and designations. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Each of these certifications and designations represents a high level of expertise and commitment to providing top-quality financial services to clients. Whether you are looking for retirement planning, estate planning, investment management, or specialized financial advice, Scott Allen Edwards - Private Wealth Advisor, Ameriprise Financial Services, LLC has professionals who can help meet your financial goals.
Edward Jones - Financial Advisor: Tara Y Edwards, CFP®|AAMS™
Edward Jones - Financial Advisor: Tara Y Edwards, CFP®|AAMS™ is a reputable financial institution located at 341 North Main Street in Madisonville, Kentucky, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Tara Y Edwards offers personalized financial planning services to help clients achieve their financial goals. With a commitment to providing excellent customer service and expert financial advice, clients can trust Edward Jones to help them navigate the complexities of investing and wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Tara Y Edwards and the team at Edward Jones are dedicated to helping you secure a bright financial future.
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