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Louisville, KY. Connect Emily Jungles Client Relationship & Marketing Coordinator Sarasota, FL. Connect ... Financial Advisor at Edward Jones Marathon County, WI. Connect ...We can work closely with your existing tax and legal advisors or introduce you to those we routinely work with. If you would like to discuss your situation, we are delighted to help. CALL (800) 763-7930.Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-423-6225 | 800-998-7686 Fax: 502-561-5097LOUISVILLE, KY Branch. Address: 297 N. HUBBARDS LANE, 3RD FLOOR, LOUISVILLE, KY 40207. Phone: 502-561-5000 | 800-998-7686 Fax: 502-561-5097. Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.People who searched for financial advisor jobs in Louisville, KY also searched for investment advisor, mutual fund wholesaler, investment banking analyst, financial associate, loan officer, financial analyst, financial counselor, investment consultant, financial adviser, finance advisor. If you're getting few results, try a more general search ...Legacy Financial Independent Advisors. 100 Mallard Creek Road, Suite 402, Louisville, Kentucky 40207. (502) 873-0521.Bruce E. McCrea is a financial advisor at Legacy Financial Independent Advisors LLC in Louisville, Kentucky. Contact Bruce McCrea for financial advice today. Resources; About Us; Help; ... Louisville, KY Aug 2019 - Jan 2023 3; First Kentucky Securities Corp. Louisville, KY Aug 2005 - Aug 2019 14; Exam Code Name Passed Date; S63John J. Moriarty is a financial advisor at U.s. Bancorp Investments, Inc. in Jeffersonville, Indiana. Contact John Moriarty for financial advice today. John J. Moriarty is a financial advisor at U.s. Bancorp Investments, Inc. in Jeffersonville, Indiana. ... Dpl Financial Partners Louisville, KY May 2020 - Sep 2020 < 1; Unemployed Louisville, KY Dec …Fee Only Financial Advisor serving Louisville, Kentucky and the surrounding communities. Accredited Wealth Mangement 6010 Brownsboro Park Blvd, Ste F Louisville, KY 40207 (502) 290-1905 +1 More Number (502) 290-1905. CONNECT WITH Steven. ... Louisville, KY 40207 (502) 894-9366 x*813Use SmartAdvisor Match to research all the financial advisors in Louisville, KY. Explore every advisor near you for their certifications, employment history and disclosures. Then match with a financial advisor and get started on your financial plan today! ... Find Financial Advisors in Louisville, KY (A-D) Aaron Mcandrew Aaron Ulrich Abigail ...Who you trust with your money can help make you or ruin you. A good case in point is former world heavyweight champion boxer Mike Tyson. Despite earning in excess of $300 million d...Connect with us. 502.412.4050. 9405 Mill Brook Rd Ste 101. Louisville KY, 40223-5035. Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities.Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…. 9. Fifth Third Securities - Nathan Rainbolt. Financial Planners Financial Planning Consultants. (502) 909-3786. 2000 Bardstown Rd. Louisville, KY 40205.May 18, 2024 · More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors near you in Louisville, Kentucky. The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.Limestone Wealth Advisors is an Ameriprise private wealth advisory practice in Louisville KY. Get the personal financial advice you need.Mark Liston. CRD Number: 2108437. Current Firm: Robert W. Baird & Company Incorporated. Mark Liston (CRD# 2108437) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 33 years of experience in the finance industry. CONTACT.Contact Limestone Wealth Advisors in Louisville, KY if you would like to learn more about how to achieve your financial goals and priorities. ... Louisville. 295 N Hubbards Ln Ste 204 Louisville, KY 40207-8230. Phone. 502.894.9366. Fax. 502.721.8497. ... Ameriprise financial advisors are individually registered to do business only in certain U ...Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Louisville, KY area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.We proudly serve individuals, families, and small businesses in the Oldham County and Eastern Louisville area in creating, implementing, and monitoring personalized financial solutions. You can think of us as map-makers, developing a plan that's easy to understand and follow.That’s why Inspired Wealth Advisors takes a different approach when working with clients: It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication to figure out the best options for you. As your financial guide, we provide financial planning, wealth management, and ...Get started. Andrew Sloan is a certified financial planner based out of Louisville, Kentucky, with a total of 9 years of industry experience. Sloan works at Bluegrass Financial Planning, LLC. During their career, the advisor has held roles at Bluegrass Financial Planning, LLC and Hoskin & Muir, Inc. Sloan has...Longroad Wealth Managers. Jan 2016 - Present 8 years 3 months. 7600 W Hwy 146, Suite 400, Pewee Valley, KY 40056. Securities offered through Cambridge Investment Research, Inc. a Broker / Dealer ...Mark Thompson is a financial advisor in Louisville, KY. He has been in practice for 33 years, the last 3 years at Thompson Investment Advisors. No Certifications. 33 Years Experience. 0 Fee ...Contact firm, get directions, or connect with a financial advisor. Senior Finance Advisor. ... Louisville KY 40217. More Info. Pnc Investments . 819 Eastern Boulevard . Clarksville IN 47129. More Info. Pnc Investments . 3801 Brownsboro Road . Louisville KY 40207.Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades. Today we serve clients in Kentucky, Indiana, Florida and a dozen other states and we offer a staff of five dedicated and qualified financial advisors, all of whom are CFP® professionals.Share this content, including a podcast and presentation, with your clients who are looking for a deeper dive into how their portfolios work. www.ubs.com April 30, 2024. Learn more about The Cunningham King Wealth Management Group in Louisville, KY. Providing wealth management services.LOUISVILLE, KY Branch. Address: 297 N. HUBBARDS LANE, 3RD FLOOR, LOUISVILLE, KY 40207. Phone: 502-561-5000 | 800-998-7686 Fax: 502-561-5097. Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.Jun 27, 2023 · Quick Look at the Best Financial Advisors in Louisville, Kentucky: Best for High-Net-Worth Professionals: ACCESS Wealth Management Best Robo-Advisor: M1 FinanceAbout this Advisor. Mark Naber is a financial advisor working in Louisville, Kentucky who has 4 years of industry experience. Naber is an employee of Robert W. Baird & Co. Inc. During their career, Naber has held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Naber has Series 63 and Series 65 licenses, designating …Tendai has served in leadership roles within and on the boards of organizations such as Venture Connectors of Louisville, the Community Foundation of Louisville's Vogt Invention and Innovation Awards, the Louisville Sports Commission, the Fund for the Arts, and currently the University of Louisville College of Business Board of Advisors.Before becoming co-owner and managing director of Gilliam, Mease & Associates in 2004, Josh began building his planning practice in 1997 with Lincoln Financial Advisors. There he adopted a process that helps individuals and business owners evaluate and make important financial decisions. He is committed to delivering personal, strategic, and ...Ameriprise Financial, Louisville, KY - Financial Advisor, 2017 to Present; J.J.B. Hilliard, W. L. Lyons, LLC, Louisville, KY-Financial Consultant, 2008-2017A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. ... Volunteer at Lifeline Christian Mission in Louisville, KY. Salvation Army Bell Ringer in Louisville, KY . Interests. I enjoy spending ...LEIGH ANNE HUGHES is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5067 ...Financial Advisor PNC Investments Account Vice President Ubs Painewebber 1994 - 2002 8 years. Louisville, Kentucky Area ... Louisville, KY. Connect Leslie Hale Senior Vice President and Director ...Top 10 Best Tax Advisor in Louisville, KY - May 2024 - Yelp - Dennis C Healey, EA, H&R Block, Dark Horse CPAs, Stober's Tax Service, Highlands Tax & Accounting, On Account of Robin, Majato Tax Service, MCS Tax, BHG CPAs and Advisors, The Neighborhood Tax Office97. The percentage of our clients who stay with us year over year. 4. 164+. The number of years we've been there for our clients – through depressions, downturns, and two World Wars. Here's where you. can find us. 400 W Market St Ste 2250. Louisville, KY 40202. Directions.We’ve curated a list of the best financial advisors in Louisville, take a look at it below Find an advisor in Louisville 1. River Road Asset Management, LLC Assets under management $7,802,138,241 Fee structure A percentage of assets under your management Performance-based fees Services offered Portfolio Management For Individuals And/or Small …60 Financial Advisor jobs available in Louisville, KY on Indeed.com. Apply to Financial Advisor, Financial Representative, Patient Accounts Representative and more!Patrick D Shellenberg is an Edward Jones Financial Advisor serving Louisville, KY. Get the personal financial advice you need to achieve your goals. United States | English ; Canada | English; Canada | French; FINANCIAL ADVISOR ... Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are ...JONATHAN THOMPSON is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-561-5020 | 800-998-7686 Fax: 502-561-5097See more reviews for this business. Top 10 Best Financial Advisor in Louisville, KY - May 2024 - Yelp - Mercurio Wealth Advisors, Edward Jones - Financial Advisor: Kim Garrett, Fidelity Investments, Strategic Wealth Designers, Tony Walker Financial, ARGI Financial Group, American Fortune, Restarting Futures, Thursday Financial, Capstone Wealth ...Find the best financial advisor in Louisville, KY. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.That’s why Inspired Wealth Advisors takes a different approach when working with clients: It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication to figure out the best options for you. As your financial guide, we provide financial planning, wealth management, and ...Associate Vice President. 502.326.3915. [email protected]. Client Satisfaction 5.0 / 5 rating based on 28 reviews. See disclosures. Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.The Financial Advisors at our Radcliff, KY office are a team of highly-knowledgeable professionals - many of whom are veterans or military spouses themselves. Visit us today to get started. Find An Advisor. Jamie Wilson. 1003 N. Wilson Rd. Ste B. Radcliff, Kentucky (270) 351-6038 (270) 351-6038. View Profile.The financial options available to help pay for senior care is dependent on, among other things, the type of care that is required. ... Inflation & the Cost of Assisted Living in Louisville, KY. Between 2022 and 2023, assisted living pricing in Louisville increased by roughly 10%. ... Call (855) 481-6777 to speak to a Family Advisor for FREE ...Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected]. Morgan Stanley Louisville Branch Financial AdvisUse SmartAdvisor Match to research all the finaSunset photographs of Louisville's skyline
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Louisville, KY. Be an early applicant. 5 months ago. Today's top 140 Financial Advisor jobs in Louisville, Kentucky, United States. Leverage your professional network, and get hired. New ...Encore Wealth Management Group - Louisville, KY: Ameriprise. 502.412.4050. Email us. Client Satisfaction 5.0 / 5 rating based on 134 reviews. See disclosures. Forbes Best-in-State Wealth Management Teams, 2024. Get to know us. We are committed to helping our clients achieve their financial goals. Learn about our team. …500 North Hurstbourne, Suite 300, Louisville, KY 40222. Learn more about Joyce A Meyer, a financial advisor in Louisville, KY with the US News Advisor Finder.As part of Wells Fargo Advisors in the LOUISVILLE, Kentucky area, Carney Investment Group of Wells Fargo Advisors can provide you a wide range of financial advisor services. ... wellsfargo.com; Address: 297 N. HUBBARDS LANE, 3RD FLOOR, LOUISVILLE, KY 40207 Phone: 502-339-4152 | 800-998-7686 Fax: 502-561-5097 ...Our experienced advisors are here to simplify your life by plotting a course to wellbeing based on your unique financial picture. ... Barron's Top Financial Advisors, Bartlett Wealth Management. 2022 Greater Cincinnati Top Workplaces ... Louisville, KY 40207 502.719.1000; Solutions Our Approach; Wealth Management; Financial Planning;To honor your journey toward a financial future filled with confidence and security. Our Vision: To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion. Our Values: Integrity ; Wellbeing ; Meaningful relationships ; Excellence ; Lifelong learningNorth-Central Kentucky. Planning for your future doesn't have to be overwhelming. When you work with Credent Wealth Management, you are supported by a team of experienced financial and investment professionals who will provide you with a disciplined and objective investment approach dictated by continuous monitoring of your financial plan.Identify an LGBTQ+ financial ally. To find a financial counselor or financial planner near you, you can start by searching your local chamber of commerce or the National Gay and Lesbian Chamber of ...Get a personalized match to a financial advisor. Learn more about the 1034 financial advisors in Louisville, Kentucky with the US News Advisor Finder.Brown has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky. Pnc Investments is an advisory company based out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 advisors. It manages $22 billion in assets between ...Financial Advisor CUSO Financial Services, L.P.* [email protected] 859.264.4289. Justin grew up in Owensboro, KY, and attended Western Kentucky University. He previously worked as an Investment Executive with Fifth Third Bank and joined UKFCU as a Financial Advisor in 2016. He currently holds the FINRA Series 7, 6, 63 and 66 and Life, Health ...Ameriprise Financial, Louisville, KY - Financial Advisor, 2017 to Present; J.J.B. Hilliard, W. L. Lyons, LLC, Louisville, KY-Financial Consultant, 2008-2017Accounting Concepts Inc has been providing accounting and tax services to Louisville for 15 years. It caters to clients needing bookkeeping, financial statements, IRS representations, business entity selection, and sales tax services. It also handles retirement planning, payroll, and estate tax preparation.Farnsley Advisors is a financial planning firm that provides investment advising, asset management, and lifestyle services to individuals and businesses. ... Louisville, KY 40207. [email protected]. Ph 502.627.0918. Subscribe Form. Submit ©2024 by Farnsley Advisors. Advisory services offered through C. Farnsley, LLC, a registered ...Financial Services Professional - Hybrid Remote (KY) Bankers Life 3.0. Hybrid work in Louisville, KY 40222. $40,000 - $65,000 a year. Full-time. Easily apply. Use the latest software, and product illustrations to guide clients through important financial decisions. Strength, stability, and service shape our culture as….Connect with us. 502.412.4050. Email us. 9405 Mill Brook Rd Ste 101. Louisville KY, 40223-5035. BrokerCheck. www.SHOOKresearch.com. www.SHOOKresearch.com. Barron's generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor's regulatory and ...Floor 04. Louisville,KY 40222. Directions. (502) 329-5008. (502) 329-5008. Contact us. Learn more about an advisor's background on. FINRA's BrokerCheck. Heil & Associates believes that good client relationships are built through teamwork & client involvement, delivered through our advisors, client associates & access to the global resources of ...Edward Jones is a financial advisor, but are you getting a fiduciary for the fees you are having to pay? Learn more in our full review. Edward Jones is a financial advisor, but are...Learn more about Northwestern Mutual's Michael D Bush, Co-Founder and Wealth Management Advisor in Louisville, KY 40222. ... Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals.Based in Louisville, Ky., the firm places an emphasis on family wealth management and family office services, such as the preparation of financial plans or evaluations, bill pay and consultations on trusts or business succession plans.Methodology. Every month investor.com's rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Kentucky 2024. Firm has: Jurisdiction in Kentucky. SEC registration.Financial Advisor. Cardinal Pointe Financial Group. A private wealth advisory practice of Ameriprise Financial Services, LLC. 502.489.6900. [email protected] Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. ... Louisville KY, 40223. Columbia 22 Public Sq Ste 1 Columbia TN, 38401. Brentwood 1616 Westgate Circle Suite 222 Brentwood TN, 37027 ...4070 Westport Road // Louisville, KY 40207 T: 502.805.4000 // F: 855.573.5244 // Map & Directions Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.Ben Allison is a financial advisor in Louisville, KY, and have earned their CFA. They have been in practice for 11 years, the last 11 years at Pillar Financial Advisors LLC. 3046 Breckenridge Lane ...A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. ...Bradley Manthey, Vice President/Branch ManagerPhone: 502-326-5092 Ext. 206Email: [email protected]. CONTACT US Louisville Financial Group 9710 Park Plaza Ave. Suite 206 Louisville, KY 40241 Phone: 502-326-5092 Fax: 502-326-5093 M. Brent Durham, President P ...Senior Advisor. Jason has been a financial planner and investment advisor representative in Louisville for over 20 years. Serving individuals and small businesses has given him a profound understanding of the way financial resources impact every area of our lives.1 As reported by Financial Planning magazine, June 1996-20About this Advisor. Mark Naber is a financial advis
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Muhammad Ali attended Central High School in Louisville, Ky. A D student, Ali graduated 376th out of a class of 391 in 1960, the same year he won the light-heavyweight boxing gold ...A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. ... Volunteer at Lifeline Christian Mission in Louisville, KY. Salvation Army Bell Ringer in Louisville, KY . Interests. I enjoy spending ...ANTHONY CARNEY is a financial advisor for Wells Fargo Advisors in the LOUISVILLE, Kentucky area and can offer you a wide range of financial and investment services. ... ANTHONY CARNEY Financial Advisor Address: 297 N. HUBBARDS LANE, 3RD FLOOR , LOUISVILLE , KY 40207 Phone: 502-339-4195 ...Meet with our financial advisors in Louisville, KY to determine the financial services and solutions that best fit your goals and priorities.Christopher Foster is a certified financial planner based out of Louisville, Kentucky who has 4 years of industry experience. Foster is an advisor for Robert W. Baird & Co. Inc. Throughout their career, they have worked at J.J.B. Hilliard, W.L. Lyons, Inc and Robert W. Baird & Co. Inc. Foster holds a Series 63 license, designating them as a ...Gerald W. Oliver is a financial advisor at Osaic Wealth, Inc. in Louisville, Kentucky. Contact Gerald Oliver for financial advice today. Resources; About Us; Help; For Advisors; ... Woodbury Financial Services, Inc. Louisville, KY Mar 2019 - Jan 2024 4; Questar Asset Management Minneapolis, MN Aug 2006 - Mar 2019 12; Questar Capital Corporation ...Finding a financial professional that is right for you can be difficult. We're committed to helping you make informed decisions about your financial future. ... 9100 Shelbyville Road, Suite 150,, Louisville, KY 40222. Phone. 502.253.9366. Email. [email protected]. Fax. 502.253.9370 . ... Mercurio Wealth Advisors does not make ...Senior Advisor. Jason has been a financial planner and investment advisor representative in Louisville for over 20 years. Serving individuals and small businesses has given him a profound understanding of the way financial resources impact every area of our lives. He loves this work and is passionate about helping his clients write their ...May 14, 2024 · Cardinal Pointe Financial Group - Louisville, KY: Ameriprise. 502.489.6900. Email us. Client Satisfaction 4.9 / 5 rating based on 375 reviews. See disclosures.Learn more about Louisville, KY Branch Office in Louisville, KY. Providing wealth management services.Paul H. Hogan is a financial advisor at J.p. Morgan Securities LLC in Louisville, Kentucky. Contact Paul Hogan for financial advice today. ... Louisville, KY Dec 2013 - Aug 2014 < 1; Exam Code Name Passed Date; S63 Uniform Securities State Law Examination Jul 2004; S65 NASAA Investment Advisors Law Examination Sep 2004; Contact Info for Paul H ...4969 Us Highway 42, Suite 1200, Louisville, KY 40222. Website. Website. Map. Open in Google Maps. Learn more about Richard Wilson, a financial advisor in Louisville, KY with the US News Advisor ...David Bates and Associates. A financial advisory practice of Ameriprise Financial Services, LLC. 502.489.5399. [email protected]. Client Satisfaction 5.0 / 5 rating based on 26 reviews. See disclosures. Prepare for a more confident future. Take the 3-Minute Confident Retirement ® check.At Stifel, our Louisville financial advisors in Louisville, KY believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals.Since 2014. Accredited Wealth Management is one of the best Financial planners in Louisville, Kentucky. The Firm functions as a self-governing Registered Investment Advisor (RIA), offering comprehensive financial services beyond mere money management. The firm is a fee-only wealth management firm that prioritizes teamwork and stewardship ...Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.462 S. 4th St., Suite 2600, Louisville, KY 40202. Website. Website. Map. Open in Google Maps. Learn more about Frank Hill, CFP a financial advisor in Louisville, KY with the US News Advisor Finder.Valbridge Property Advisors appraisers evaluate commercial property based on objective criteria and in-depth knowledge of the local Louisville market. ... Louisville, KY 40222 Phone: (502) 585-3651 | Fax: (502) 585-3651. PROUDLY SERVING. ... Valuations of property for financial reporting, including goodwill impairment, impairment or disposal of ...Louisville, KY. $70,000 - $125,000 a year. Full-time. Monday to Friday. Easily apply. A minimum of 2 years in financial services, wealth management, or related sectors. Ability to demystify complex financial concepts for clients. Employer. Active 5 days ago ·.Learn more about Louisville, KY Branch Office in Louisville, KY. Providing wealth management services.Patrick D Shellenberg is an Edward Jones Financial Advisor serving Louisville, KY. Get the personal financial advice you need to achieve your goals. United States | English ; Canada | English; Canada | French; FINANCIAL ADVISOR ... Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are ...Financial Advisor serving Kentucky and the surrounding communities. Canavera Financial Group, LLC 9300 Shelbyville Rd, Ste 1250 Louisville, KY 40222 (502) 931-9946. Christina L. O'Bryan CFP ... Louisville, KY 40207 (502) 894-9366 x*813 CONNECT WITH Tracy. Robin H. Lawson CFP ...Tyler Current is a financial advisor in Louisville, KY. They have been in practice for 11 years, the last 12 years at First Kentucky Securities Corp.. No Certifications. 11 Years Experience. 4 Fee ...About this Advisor. Mark Naber is a financial advisor working in Louisville, Kentucky who has 4 years of industry experience. Naber is an employee of Robert W. Baird & Co. Inc. During their career, Naber has held roles at J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Naber has Series 63 and Series 65 licenses, designating them ... ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™. Triple Cr