Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fort Mitchell, KY
Every SEC-registered investment adviser representative at a firm office in Fort Mitchell, with the firms that employ the most of them.
The short answer
38 registered advisors work in Fort Mitchell; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (11). 4 list the CFP designation and 37 are also registered broker representatives.
Firms with the most advisors in Fort Mitchell
Advisors in Fort Mitchell, A to Z
CFP advisors in Fort Mitchell →- Kimberly M. BashamAmeriprise Financial Services, LLC · Certified Financial Planner
- Carolyn A. BorgertCetera Investment Advisers LLC
- David BrunsonValmark Advisers, Inc.
- Joseph W. BurkeEdward Jones
- Michael J. CasonState Farm Investment Management Corp.
- Kenneth ClarkCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph CliftFifth Third Securities, Inc.
- Elizabeth I. CorbettValmark Advisers, Inc. · Certified Financial Planner
- Jennifer G. DrappAmeriprise Financial Services, LLC
- David J. GrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas J. GuzmanCharles Schwab & Co., Inc.
- Randie S. HagelmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jamie HardtkeStrategic Advisers LLC
- Jonathan HenkelStrategic Advisers LLC
- William D. HennesseyCharles Schwab & Co., Inc.
- Ronnie L. Holmes Jr.Osaic Wealth, Inc.
- Dean R. InmanOsaic Wealth, Inc.
- Stuart W. Jackson IVEdward Jones
- Andrew D. JarcMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tricia W. JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David T. KathmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack LehmanOsaic Wealth, Inc.
- Crystal L. MannCharles Schwab & Co., Inc.
- Robert McKayNautical Star Financial Group LLC
- Nathan A. MonksEdward Jones
- Thomas S. Moore Jr.Valmark Advisers, Inc.
- Kelly S. PalmerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Melissa PartinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin C. PieperMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David W. SpenceStrategic Advisers LLC
- Raymond M. StacyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Hannah M. StambaughStrategic Advisers LLC
- Doris E. StamperMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian S. TewesOsaic Wealth, Inc.
- Jackson W. ThomasEdward Jones · Certified Financial Planner
- Andrew M. Von LehmanValmark Advisers, Inc.
- Gregory P. Vonderhaar Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- James C. ZentsStrategic Advisers LLC
Other cities in Kentucky
All of Kentucky →Louisville 1,175Covington 588Lexington 580Bowling Green 95Florence 79Owensboro 76Paducah 68Fort Wright 48Independence 48Elizabethtown 42Henderson 35Union 32Edgewood 28Crestview Hills 26Richmond 26Danville 25Prospect 25Nicholasville 24Alexandria 23Erlanger 22Fort Thomas 22Hebron 22Bardstown 21Murray 20
Questions
How many financial advisors are in Fort Mitchell, KY?
38 investment adviser representatives are registered at firm offices in Fort Mitchell, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 37 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Fort Mitchell?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 11 registered advisors in Fort Mitchell, followed by Strategic Advisers LLC with 5.
How do I check a financial advisor in Fort Mitchell?
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.