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Cerity Partners Retirement Plan Consultants financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Cerity Partners Retirement Plan Consultants office in Louisville, A to Z.
The short answer
9 registered advisors work at Cerity Partners Retirement Plan Consultants in Louisville, out of 81 at the firm nationwide; it ranks number 26 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Cerity Partners Retirement Plan Consultants advisors in Louisville, A to Z
Every Cerity Partners Retirement Plan Consultants advisor →- Jonathan B. ColbertInvestment adviser rep
- Wesley G. CollardInvestment adviser rep
- Jeremy F. DavisCertified Financial Planner
- Jeff W. GrafInvestment adviser rep
- Jennifer A. HuelsmanCertified Financial Planner
- Nicholas M. JacksonCertified Financial Planner
- Gavin W. KoenigInvestment adviser rep
- James G. TrujilloCertified Financial Planner
- Matthew A. WestfallChartered Financial Analyst
Cerity Partners Retirement Plan Consultants advisors in every city and state →Cerity Partners Retirement Plan Consultants: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →
Cerity Partners Retirement Plan Consultants advisors in other cities
New York, NY 32Chicago, IL 6Norfolk, VA 6Cleveland, OH 4Arlington, TX 2Austin, TX 2Denver, CO 2Los Angeles, CA 2Palo Alto, CA 2Redwood City, CA 2Boca Raton, FL 1Ca, CA 1Greensboro, NC 1Mill Valley, CA 1Philadelphia, PA 1
Other firms in Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Private Client Services, LLC 26
Questions
How many financial advisors does Cerity Partners Retirement Plan Consultants have in Louisville?
9 investment adviser representatives are registered at Cerity Partners Retirement Plan Consultants offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 81 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Cerity Partners Retirement Plan Consultants one of the largest advisor employers in Louisville?
Cerity Partners Retirement Plan Consultants ranks number 26 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.
How do I check a Cerity Partners Retirement Plan Consultants advisor 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, 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 Cerity Partners Retirement Plan Consultants office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.