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Financial ADVSR advisor directory · SEC adviser records

Family Wealth Planning Partners financial advisors in Louisville, KY

Every SEC-registered investment adviser representative at a Family Wealth Planning Partners office in Louisville, A to Z.

The short answer

3 registered advisors work at Family Wealth Planning Partners in Louisville, out of 3 at the firm nationwide; it ranks number 65 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Family Wealth Planning Partners advisors in Louisville, A to Z

Every Family Wealth Planning Partners advisor →

Family Wealth Planning Partners advisors in every city and state →Family Wealth Planning Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Louisville

All Louisville advisors →

Robert W. Baird & Co. Incorporated 144Morgan Stanley 82Ameriprise Financial Services, LLC 56Raymond James & Associates, Inc. 53Cerity Partners LLC 52LPL Financial LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 40Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 29State Farm Investment Management Corp. 28Stifel, Nicolaus & Company, Incorporated 25

Questions

How many financial advisors does Family Wealth Planning Partners have in Louisville?

3 investment adviser representatives are registered at Family Wealth Planning Partners offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Family Wealth Planning Partners one of the largest advisor employers in Louisville?

Family Wealth Planning Partners ranks number 65 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 144.

How do I check a Family Wealth Planning Partners 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 Family Wealth Planning Partners 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.