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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Crestview Hills, KY

Every SEC-registered investment adviser representative at a firm office in Crestview Hills, with the firms that employ the most of them.

24 registered advisors work in Crestview Hills; the most are at Ameriprise Financial Services, LLC (13). 2 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Crestview Hills

FirmAdvisors in Crestview Hills
Ameriprise Financial Services, LLC news13
Strategic Advisers LLC4
LPL Financial LLC news3
Edward Jones news2
Barnes Dennig Private Wealth Management, LLC1
Morgan Stanley news1

Advisors in Crestview Hills, A to Z

CFP advisors in Crestview Hills →

Other cities in Kentucky

All of Kentucky →

Louisville 1,185Covington 629Lexington 572Bowling Green 96Owensboro 73Florence 72Paducah 67Elizabethtown 45Fort Wright 44Independence 43Fort Mitchell 38Henderson 34Union 31Prospect 29Richmond 27Danville 26Fort Thomas 25Bardstown 23Edgewood 23Nicholasville 23Alexandria 21Hebron 21Ashland 20Erlanger 20

Questions

How many financial advisors are in Crestview Hills, KY?

24 investment adviser representatives are registered at firm offices in Crestview Hills, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Crestview Hills?

Ameriprise Financial Services, LLC, with 13 registered advisors in Crestview Hills, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in Crestview Hills?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.