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Investment Planning Consultants

Investment Planning Consultants

 
 
 
 
Keystone Financial Group
Keystone Financial Group
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527 Wellington Way Ste 225
Lexington, KY 40503
Mike KretzMike Kretz
Work Phone: (859) 317-8316(859) 317-8316
Member Since: 2017
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Joule Financial
Joule Financial
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1216 S. Broadway
Lexington, KY 40504
Mr. Quint Tatro Mr. Quint Tatro
Work Phone: (859) 881-0777(859) 881-0777
Member Since: 2011
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Morgan Stanley
Morgan Stanley
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444 East Main Street
Lexington, KY 40507
Christy BrownChristy Brown
Work Phone: (859) 231-9500(859) 231-9500
Member Since: 2022
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Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Lexington, KY 40503
Chris TischnerChris Tischner
Work Phone: (859) 469-7304(859) 469-7304
Member Since: 2023
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WealthSouth
WealthSouth
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106 W. Vine St., Suite 600
Lexington, KY 40507
William HowellWilliam Howell
Work Phone: (859) 523-2600(859) 523-2600
(855) 261-7512(855) 261-7512
Member Since: 2013
At WealthSouth, we consider you and your family’s financial welfare our responsibility. Our Private Wealth Management Services are built upon a foundation of objective fiduciary service to our clients.
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iVisionary dba Strategic Advisors
iVisionary dba Strategic Advisors
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3637 Barrow Wood Ln
Lexington, KY 40502
Stephen DawahareStephen Dawahare
Work Phone: (859) 621-0550(859) 621-0550
Member Since: 2022
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Ballast, Inc.
Ballast, Inc.
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400 East Vine Street
Lexington, KY 40507
Mr. Brian BurtonMr. Brian Burton
Work Phone: (859) 226-0625(859) 226-0625
Member Since: 2016
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Lexington, KY 40503
Mr. Larry CrosthwaiteMr. Larry Crosthwaite
Work Phone: (859) 402-0080(859) 402-0080
Member Since: 2021
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Dupree Financial Group
Dupree Financial Group
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237 East Main Street
Lexington, KY 40507
Thomas DupreeThomas Dupree
Work Phone: (859) 233-0400(859) 233-0400
(800) 509-0105(800) 509-0105
Member Since: 2016
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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
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525 Darby Creek Road #29
Lexington, KY 40509
Ms. Diane VerhalenMs. Diane Verhalen
Work Phone: (859) 977-6006(859) 977-6006
Member Since: 2015
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Phamily Investments
Phamily Investments
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169 E Reynolds Rd
Lexington, KY 40517
Asa PhamAsa Pham
Work Phone: (859) 273-0400(859) 273-0400
Member Since: 2019
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
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340 S Broadway
Lexington, KY 40508
Rob BrewerRob Brewer
Work Phone: (859) 551-0171(859) 551-0171
Member Since: 2023
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