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Investment adviser representative · Inspire Private Wealth Management

Anita M. Loy

CRD 4608143 · Louisville, KY

At a glance

Anita M. Loy is an investment adviser representative with Inspire Private Wealth Management in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anita’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Inspire Private Wealth ManagementSince February 2024Louisville, KY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2003 (23 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Anita’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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