Financial ADVSR advisor directory · SEC adviser records
Defining Wealth financial advisors in Tennessee
Every SEC-registered investment adviser representative at a Defining Wealth office in Tennessee, by city and A to Z.
5 registered advisors work at Defining Wealth in Tennessee, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Franklin (5). 5 list the CFP designation and 0 are also registered broker representatives.
Defining Wealth advisors by city in Tennessee
Every firm in Tennessee →Defining Wealth advisors in Tennessee, A to Z
Search by name →- Tyler V. BaskinFranklin · Certified Financial Planner
- Blake T. HummelFranklin · Certified Financial Planner
- Kyle R. KuyatFranklin · Certified Financial Planner, Chartered Financial Consultant
- Robert E. MeffordFranklin · Certified Financial Planner
- Kyle PendersFranklin · Certified Financial Planner
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Questions
How many Defining Wealth financial advisors are in Tennessee?
5 investment adviser representatives are registered at Defining Wealth offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Tennessee does Defining Wealth have the most advisors?
Franklin, with 5. Defining Wealth has advisors in 1 city in Tennessee.
How do I check a Defining Wealth advisor in Tennessee?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Defining Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.