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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Louisville, KY

Every SEC-registered financial advisor at a firm office in Louisville who lists the Chartered Financial Analyst designation, A to Z.

37 CFA charterholders work in Louisville; the most are at Robert W. Baird & Co. Incorporated (6). 11 are also registered broker representatives.

CFA advisors in Louisville, A to Z

Every advisor in Louisville →

Firms with the most CFA charterholders in Louisville

Robert W. Baird & Co. Incorporated 6Pillar Financial Advisors, LLC 3Bartlett & Co. Wealth Management LLC 2Churchill Financial Advisors, LLC 2Hafele Investments 2Mercer Global Advisors Inc. 2Parthenon LLC 2Raymond James & Associates, Inc. 2Todd Asset Management LLC 2Aristides Capital LLC 1Atlas Brown 1Baldwin Wealth Partners, LLC 1Canopus Wealth Management 1Cerity Partners LLC 1Cerity Partners Retirement Plan Consultants 1

CFA advisors in other Kentucky cities

All of Kentucky →

Covington 10Lexington 7

Questions

How many CFA financial advisors are in Louisville, KY?

37 SEC-registered investment adviser representatives at firm offices in Louisville, Kentucky list the CFA designation; Robert W. Baird & Co. Incorporated employs the most of them (6).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Louisville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.