Financial Planning Consultants

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Suite 195
Lexington, KY 40503
Chris TischnerChris Tischner
Work Phone: (859) 469-7304(859) 469-7304
Member Since: 2023
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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300 W Vine Street
Suite 1000
Lexington, KY 40507
Mollie BrennanMollie Brennan
Work Phone: (859) 231-5000(859) 231-5000
Member Since: 1980
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Northwestern Mutual
Northwestern Mutual
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330 East Main St.
3rd Floor
Lexington, KY 40507
Christian SchnabelChristian Schnabel
Work Phone: (859) 523-8700(859) 523-8700
Member Since: 2011
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Accredited Wealth Management
Accredited Wealth Management
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4938 Brownsboro Road • Suite 201
Louisville, KY 40222
Brad FisherBrad Fisher
Work Phone: (502) 290-1905(502) 290-1905
Member Since: 2019
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Powerful Legacy Insurance & Financial Services
Powerful Legacy Insurance & Financial Services
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3260 Blazer Pkwy
Suite 100
Lexington, KY 40509
Work Phone: (859) 893-5099(859) 893-5099
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American Trust Wealth
American Trust Wealth
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2525 Harrodsburg Road
Suite 300
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Suite 605
Lexington, KY 40503
Mr. Larry CrosthwaiteMr. Larry Crosthwaite
Work Phone: (859) 402-0080(859) 402-0080
Member Since: 2021
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Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc.
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121 Walton Avenue
Lexington, KY 40508
Work Phone: (859) 268-1117(859) 268-1117
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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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Gratz Park Private Wealth
Gratz Park Private Wealth
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110 E. Third St.
Lexington, KY 40508
Work Phone: (859) 259-0909(859) 259-0909
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Jack Lehman, Financial Advisor
Jack Lehman, Financial Advisor
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3217 Summit Square Pl
Suite 200
Lexington, KY 40509
Work Phone: (270) 312-3365(270) 312-3365
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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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4023 Finn Way
Lexington, KY 40517
Work Phone: (859) 231-5204(859) 231-5204
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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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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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710 E Main St
Suite 110
Lexington, KY 40502
Tracy HulbergTracy Hulberg
Work Phone: (859) 785-2660(859) 785-2660
Member Since: 2021
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Legacy Wealth Management
Legacy Wealth Management
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2525 Harrodsburg Road
Suite 100
Lexington, KY 40504
Work Phone: (859) 296-1200(859) 296-1200
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Accounts by the Book
Accounts by the Book
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5826 Ecton Rd
Winchester, KY 40391
Jenny SchnurrJenny Schnurr
Work Phone: (859) 806-9540(859) 806-9540
Member Since: 2023
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SETERIOS Wealth Advisors, LLC
SETERIOS Wealth Advisors, LLC
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2151 Meeting Street
Unit 10112
Lexington, KY 40509
Work Phone: (941) 744-7993(941) 744-7993
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LeTicia Preacely, Edward Jones
LeTicia Preacely, Edward Jones
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504 North Main St., Suite E
Nicholasville, KY 40356
LeTicia PreacelyLeTicia Preacely
Work Phone: (859) 881-8246(859) 881-8246
Member Since: 2024
As a fully licensed advisor, I have dedicated my career to delivering the personalized and comprehensive planning services my clients deserve.
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Ballast, Inc.
Ballast, Inc.
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400 East Vine Street
Suite 400
Lexington, KY 40507
Mr. Brian BurtonMr. Brian Burton
Work Phone: (859) 226-0625(859) 226-0625
Member Since: 2016
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WealthSouth
WealthSouth
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106 W. Vine St., Suite 600
Lexington, KY 40507
Work Phone: (859) 523-2600(859) 523-2600
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Abri | Financial Planner
Abri | Financial Planner
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333 East Short Street, Suite 210
Lexington, KY 40507
Logan JohnsonLogan Johnson
Work Phone: (773) 217-0029(773) 217-0029
Member Since: 2024
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Moneyline Wealth Management
Moneyline Wealth Management
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220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517
Work Phone: (859) 271-8694(859) 271-8694
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
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3292 Eagle View Lane
Suite 290
Lexington, KY 40509
Scott NealScott Neal
Work Phone: (859) 254-3036(859) 254-3036
Member Since: 2000
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Kentucky Planning Partners
Kentucky Planning Partners
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80 Codell Dr.
Unit 240
Lexington, KY 40509
Work Phone: (606) 425-0028(606) 425-0028
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Thrivent - Inspired Wealth Advisors
Thrivent - Inspired Wealth Advisors
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1031 Wellington Way
Suite 210
Lexington, KY 40513
Work Phone: (859) 303-5139(859) 303-5139
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Acuity Wealth Management Advisors
Acuity Wealth Management Advisors
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444 East Main Street
Suite 202
Lexington, KY 40507
Nathan SlyhNathan Slyh
Work Phone: (859) 492-7405(859) 492-7405
Member Since: 2024
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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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Accurate Advisory Group
Accurate Advisory Group
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3320 Clays Mill Rd
Ste 211
Lexington, KY 40503
Ms. Carolyn B. HowardMs. Carolyn B. Howard
Work Phone: (877) 328-4037(877) 328-4037
(877) 328-4037(877) 328-4037
Member Since: 2024
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330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447