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Find Retirement Planners for Retirement Planning in Kentucky

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Kentucky, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Kentucky

advisor-photo

John York

ProActive Advisors

836 Euclid Avenue (suite 306)

Lexington, KY 40502

859-263-1117

List of Additional Retirement Planners in Kentucky*

* Additional advisor listing is provided in partnership with Yext

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Bradshaw & Weil Wealth Management

621 Broadway

Paducah, KY 42001
270-444-7291

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Edward Jones - Financial Advisor: Mickey Alexander

123 E Bellville St

Marion, KY 42064
270-965-0944

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Kentucky Planning Partners

9300 Shelbyville Road
Suite. 1310

Louisville, KY 40222
502-394-0400

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The Rogers Tomblinson Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

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The Riverside Group - Morgan Stanley

400 West Market Street
Suite 2500

Louisville, KY 40202
502-562-5100

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Barr Investment Group

7315 Lou Post Road

Crestwood, KY 40014
502-855-3416

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Alexandra Ehret - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5166

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Mark Korona - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8108

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Thomas Springate - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9515

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Edward Jones - Financial Advisor: Joseph W Burke, AAMS"

2498 Dixie Hwy
Suite 2

Fort Mitchell, KY 41017
859-320-0302

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Rich Wealth Management

9850 Von Allmen Court
Suite 201

Louisville, KY 40241
502-398-6850

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First Command Financial Advisor - Cecilia Brewington-Pettigrew

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

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Fifth Third Insurance - Jeff Rausch

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-1898

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Fifth Third Insurance - Taylor Walker

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6384

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Fifth Third Insurance - Michelle Dunaway

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2624

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Fifth Third Insurance - Brock Evans

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4044

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Fifth Third Insurance - Jim Price

710 East Main Street

Lexington, KY 40502
859-310-6816

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Fifth Third Insurance - Josh Tucker

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7952

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Fifth Third Insurance - Valarie Gilliland

9700 Ormsby Station Rd

Louisville, KY 40223
502-882-6388

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Patrick T. Morgan - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4057

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Martin Walters - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Family Financial Partners

1792 Alysheba Way
Suite 201

Lexington, KY 40509
859-219-1006

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Beau Stone - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-394-3961

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R.L. Brown Wealth Management

135 W Main St
Suite 200

Lexington, KY 40507
859-317-5889

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Brandon L. Luttrell - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5120

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Seth Baliban, CPWA - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

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Russell Louis Ferreri - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7619

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Edward Jones - Financial Advisor: Roger Cox, AAMS"

100 Mallard Creek Road
Suite 121

Louisville, KY 40207
502-893-6898

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C Derek Head - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Scott Lowe - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6414

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Fifth Third Insurance - Kelly Zullo

9700 Ormsby Station Rd

Louisville, KY 40223
502-400-3848

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Fifth Third Insurance - Duane Ray

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7974

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Fifth Third Insurance - Terri Searcy

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4037

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Fifth Third Insurance - Jason Rankin

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4033

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Fifth Third Insurance - Mike Meiners

9700 Ormsby Station Rd

Louisville, KY 40223
502-371-4043

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Fifth Third Insurance - Don Thompson

9700 Ormsby Station Rd

Louisville, KY 40223
502-805-2622

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Fifth Third Insurance - Joe Schifano

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0570

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Family Wealth Planning Partners

4500 Bowling Blvd
100

Louisville, KY 40207
502-233-9800

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Gilliam Mease Advisors LLC

462 South 4th Street
Suite 220

Louisville, KY 40202
502-292-4870

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Russell Capital Management

476 E High St

Lexington, KY 40507
859-254-5225

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Shaleen Newton - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3915

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Fifth Third Securities - Kelly Malatesta

340 Richwood Road

Walton, KY 41094
859-485-3425

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Life Plan Investments

230 2nd Street
Suite 500

Henderson, KY 42420
270-212-0780

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Wisdom Financial Management, LLC

101 Bullitt Lane
Suite G-5

Louisville, KY 40222
502-425-4000

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Stifel | WG Investment Group

1131 Fairview Avenue
Suite 202

Bowling Green, KY 42103
270-418-2118

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First Command Financial Advisor - Sonya McNeil

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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New Financial Concepts

549 Centre View Blvd.

Crestview Hills, KY 41017
859-331-0316

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Prosperity Financial Group

2110 Chamber Center Drive

Fort Mitchell, KY 41017
859-341-8184

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Fifth Third Insurance - Jim Lawless

710 East Main Street

Lexington, KY 40502
859-899-2036

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Fifth Third Insurance - Todd Sorrell

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7947

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Fifth Third Insurance - Roger Kelley

710 East Main Street

Lexington, KY 40502
859-899-2033

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Fifth Third Insurance - Joe Wheatley

9700 Ormsby Station Rd

Louisville, KY 40223
502-493-7931

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Fifth Third Insurance - Gary Neace

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2979

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Fifth Third Insurance - Hunter Rowe

710 East Main Street

Lexington, KY 40502
502-400-3816

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Fifth Third Insurance - Mike Pratt

9700 Ormsby Station Rd

Louisville, KY 40223
502-357-0569

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Fifth Third Insurance - Jesse Gray

9700 Ormsby Station Rd

Louisville, KY 40223
502-498-2971

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Fifth Third Insurance - Rick Mitchum

9700 Ormsby Station Rd

Louisville, KY 40223
502-645-8903

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Moneyline Wealth Management

220 East Reynolds Road.
Suite A-1

Lexington, KY 40517
859-271-8694

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Amy Wiitala - Ameriprise Financial Services, LLC

13151 Magisterial Dr
Ste 101-A

Louisville, KY 40223
502-423-7073

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Encore Wealth Management Group - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Brian Wilborn - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Rachel D. Smith - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5126

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Retirement Planning Solutions

3432 Stony Spring Circle

Louisville, KY 40220
502-499-5668

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Renaissance Capital Management, Inc.

6900 Houston Road
Suite 3

Florence, KY 41042
859-384-0800

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Fifth Third Private Bank - Julio Driggs

401 South 4th Street

Louisville, KY 40202
502-562-5394

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Brenzel Baldwin Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

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Matthew Powell, CFP - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1376

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The Hanna/Stern Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

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Heath Greenwell - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Kevin Childress - Ameriprise Financial Services, LLC

1349 Bardstown Rd

Louisville, KY 40204
502-365-4600

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Lamkin Wealth Management

901 Lily Creek Road
Unit 102

Louisville, KY 40243
502-690-6764

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KMK Financial Group

211 Grandview Drive
Suite 240

Fort Mitchell, KY 41017
859-795-4362

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Jeremy White CPA Family Wealth Advisor

2520 New Holt Road
Suite A

Paducah, KY 42001
270-594-5757

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Current Wealth Management at First Kentucky Securities

4360 Brownsboro Road
Suite 115

Louisville, KY 40207
502-893-7288

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Chad Hazelwood | First Savings Bank

908 Lily Creek Road

Louisville, KY 40243
502-439-9494

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Legacy Wealth Strategies

800 Main Street
Suite 20

Shelbyville, KY 40065
502-430-6175

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Fifth Third Securities - Mary Blankenship

3821 Ruckriegel Parkway

Louisville, KY 40299
502-909-3411

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Darrell May

1727 Sweeney Street
Suite 106

Owensboro, KY 42303
270-314-2463

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Jake Gaebler - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6637

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Financial Services Center

1700 UPS Drive
Ste 101

Louisville, KY 40223
502-426-6577

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Shelby Gregory Fink - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

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Kevin D Briggs - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
270-782-9824

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Emily K. Biggins - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9555

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Jake Fink - Ameriprise Financial Services, LLC

1000 Monarch St
Ste 250

Lexington, KY 40513
859-260-1820

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WealthCare Investments & Insurance, LLC

6603 River Road

Prospect, KY 40059
502-410-3465

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Stifel | Edwards Hummel Group | Covington, Kentucky

50 East Rivercenter Boulevard
Suite 830

Covington, KY 41011
859-912-7615

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Wilson Financial Services Inc.

1116 Fashion Ridge Road

Dry Ridge, KY 41035
859-824-9422

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Jasen London, Financial Advisor

2724 Trails Way

Owensboro, KY 42303
270-485-2632

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Craftsman Wealth - Isaac LaFond

1302 Clear Springs Trace
105

Louisville, KY 40223
502-754-1618

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Jake Terlau, CFP

155 North Fort Thomas Avenue
Suite 300

Fort Thomas, KY 41075
859-640-5624

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Guard Your Groceries

2660 Olivet Church Road
Suite 1

Paducah, KY 42001
270-554-5535

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Kem Wealth Management

1619 South Virginia Street

Hopkinsville, KY 42240
270-881-3838

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Baliban Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7626

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John Duerr - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

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Edward Jones - Financial Advisor: Tim Washam, CFP®

368 N Hwy 27
Suite 2

Somerset, KY 42503
606-451-2326

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Crittendon Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-1387

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Melissa Kelly - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

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Jonathan P Smith - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Nickolus Stephens - Ameriprise Financial Services, LLC

6001 Claymont Village Dr
Ste 12

Crestwood, KY 40014
502-709-4677

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W Morgan Fister - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9566

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Powerful Legacy Insurance and Financial Services

3260 Blazer Pkwy

Lexington, KY 40509
859-208-2511

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Allstate Personal Financial Representative: James Russell

1210 Burlew Blvd

Owensboro, KY 42303
270-315-8951

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Jeffrey Bellucci - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Greg Mullaney - Ameriprise Financial Services, LLC

421 Benjamin Ln
Ste 101

Louisville, KY 40222
502-855-6040

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Franklin Financial Group

270-875-4640

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Peter Sutton McFarland - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

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Fidant Wealth Partners - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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Edward Jones - Financial Advisor: Brock Jones, CRPC"

104 Ponder Ct
Suite B

Danville, KY 40422
859-965-9190

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Marc Alan Jackowitz - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

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Jennifer Brenzel Hartlage - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7706

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Doug Kisker - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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Gary Grigg - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5114

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ProActive Advisors LLC

836 Euclid Ave #306

Lexington, KY 40502
859-263-1117

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Fifth Third Private Bank - Valerie Marshall

250 West Main Street

Lexington, KY 40507
859-455-5479

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Kentucky 1st Insurance

1402 Hustonville Rd
#2424

Danville, KY 40422
859-236-6677

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First Command Financial Advisor - Robey Smith

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

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Allstate Personal Financial Representative: Clayton Millen

4071 Tates Creek Ctr Dr
Ste 205

Lexington, KY 40517
828-333-2371

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The Trident Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Transamerica-Chasidy Yocum

502-600-2117

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First Command Financial Advisor - Dave Strauss

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

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Family Wealth Group

2704 Old Rosebud Rd
#180

Lexington, KY 40509
859-309-0349

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Duerr & Associates - Ameriprise Financial Services, LLC

9960 Corporate Campus Dr
Ste 3500

Louisville, KY 40223
502-890-6066

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Scott Dingle - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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John W Smith - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Tracy Redmon - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Edward Jones - Financial Advisor: Crissy N Bundren, AAMS"

5446 Reidland Road

Paducah, KY 42003
270-898-4830

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Glenn R Tucker - Ameriprise Financial Services, Inc.

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-254-2050

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Jon Lintner - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Mark A Sandbach - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5098

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Fifth Third Private Bank - Robert Swieterman

250 West Main Street

Lexington, KY 40507
859-455-5204

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The Kilgus Pruden Group - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6640

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Russ Ferreri Wealth Management - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7619

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Edward Jones - Financial Advisor: Heidi L Crutchfield, CFP®

439 W Walnut St
Suite 103

Danville, KY 40422
859-238-7420

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River City Bank

500 South 6th Street

Louisville, KY 40202
502-585-4600

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Travis Ray Chaney - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Christy Brown - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9576

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Scott Osborne - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

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Paul Simmons - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5118

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Scott Bergstrom - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
859-971-1660

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The Mitchell-Schenkenfelder Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5131

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Jeff Burnett - Ameriprise Financial Services, LLC

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-253-2961

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Stephanie L Nallia - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9557

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Todd Metcalf - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-244-4114

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Covenant Executive Management

10200 Forest Green Blvd
Ste 112

Louisville, KY 40223
502-649-2820

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McFarland Wealth Management Group - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-219-6429

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Carey E Wilcox - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4056

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Allstate Personal Financial Representative: Anthony Robinette

4332 13th St
Unit 1

Ashland, KY 41102
606-325-7700

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Scott Brooks - Ameriprise Financial Services, LLC

130 Dudley Pike
Ste 250

Edgewood, KY 41017
859-838-4400

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The Inman & Benoit Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-562-7770

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Brian Gray - Ameriprise Financial Services, LLC

996 Wilkinson Trce
Ste A-3

Bowling Green, KY 42103
270-782-9824

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Belinda Gantz - Ameriprise Financial Services, LLC

161 St Matthews Ave
Ste 7

Louisville, KY 40207
502-894-9366

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Drew Watson - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Fifth Third Private Bank - Jeffery Carwile

300 2nd Street

Henderson, KY 42420
270-831-6541

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Edward Jones - Financial Advisor: Amber Middleton, AAMS"

100 Keystone Dr
Ste B

Richmond, KY 40475
859-626-3350

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Schneider Peden Wealth Management Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4025

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Melanie Cain - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8121

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Andrew Norden - Meridian Wealth Management

250 W Main St
3150 A

Lexington, KY 40507
859-721-2466

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Lexington, KY Branch Office - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-269-6900

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William Duncan III - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-562-7769

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Ken Herrington - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5158

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Morgan Stanley Financial Advisors

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4000

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The Scheid Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4047

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Allstate Personal Financial Representative: Jim Tuemler

1838 Florence Pike

Burlington, KY 41005
859-341-2662

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Switow Hall Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7671

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First Command Financial Advisor - Michael Parker

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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Brian Renaud - Ameriprise Financial Services, LLC

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-244-2543

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Edward Jones - Financial Advisor: David Hofe

4071 Tates Creek Centre Rd
Suite 201

Lexington, KY 40517
859-368-9039

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Anne E Bolton - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9550

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Edward Jones - Financial Advisor: Adam Slaughter

201 Main Street

Munfordville, KY 42765
270-524-0541

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First Command Financial Advisor - Jessica Blaisdell

1003 N. Wilson Rd
Ste B

Radcliff, KY 40160
270-351-6038

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Amy Spivey - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9529

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Rick Crabtree - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4050

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Lawrence Pusateri - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5129

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Morgan Stanley Financial Advisors

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Morgan Stanley Financial Advisors

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9500

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The Pusateri Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Bryan Finkbone - Morgan Stanley

1945 Scottsville Rd
Ste 203-B

Bowling Green, KY 42104
270-936-6697

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Jackson Simon - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5167

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Edward Jones - Financial Advisor: Jeff Moore, CFP®|AAMS"|CRPC"

185 Pasadena Drive
Suite 120

Lexington, KY 40503
859-278-4880

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Kelli Price - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
3rd Floor

Louisville, KY 40222
502-420-7654

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Edward Jones - Financial Advisor: Jonathan A Millay

220 Lexington Green Circle
Suite 140

Lexington, KY 40503
859-223-4303

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David Walter Demarest - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8120

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First Command Financial Advisor - Mason Helgeson

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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Jonathan Butcher - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

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Edward Jones - Financial Advisor: AJ Collins, AAMS"

3520 Lone Oak Rd
Suite A

Paducah, KY 42003
270-554-6585

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Allstate Personal Financial Representative: Thomas Neathamer

6608 Bardstown Rd
Ste C

Louisville, KY 40291
502-297-4853

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Mark Krebs - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4045

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Nasief Powell Curtis Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7699

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McFarland Wealth Management - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8116

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Wendy Bolton Splan - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2565

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Asamoa & Associates, CPA

1740 Frankfort Avenue
Suite 1

Louisville, KY 40206
502-895-9272

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Allen C. Garner Jr. - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

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The BFG Financial Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-420-7639

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Joyce Meyer Wealth Management Group - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2561

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Kate Salsman - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9506

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Steven Kelsey, CRPC - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8401

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Fresca Keller Wealth - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8107

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Jackowitz and White - UBS Financial Services Inc.

500 N Hurstbourne Pkwy
Suite 300

Louisville, KY 40222
502-326-2575

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Dean M Donohue - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Matthew Poulos - Ameriprise Financial Services, LLC

740 Centre View Blvd
Fl 5

Crestview Hills, KY 41017
859-341-1841

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M. Tinder Harris - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8105

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Allen Garner Jr., CFP - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8112

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Louisville, KY Private Wealth Management - UBS Financial Services Inc.

500 North Hurstbourne
Suite 300

Louisville, KY 40222
502-420-1391

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Lydia May - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-441-8409

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Carl Heick - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Paducah, KY Branch Office - UBS Financial Services Inc.

5120 Village Square Drive

Paducah, KY 42001
270-442-6730

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Debra Woodard - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Edward Jones - Financial Advisor: William W Brunner, CFP®

2630 US Highway 41 N
Suite C

Henderson, KY 42420
270-827-2285

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Pete Smith - Ameriprise Financial Services, LLC

12700 Townepark Way
Ste 100

Louisville, KY 40243
502-653-6815

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John Fruin - Ameriprise Financial Services, LLC

7430 US Highway 42
Ste 101

Florence, KY 41042
859-594-4088

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Chris Meriwether - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5096

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Louisville, KY Branch Office - UBS Financial Services Inc.

500 North Hurstbourne
Suite 300

Louisville, KY 40222
800-222-1448

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The Waterfront Group - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5100

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Kevin Widener - Ameriprise Financial Services, Inc.

7430 US Highway 42
Ste 101

Florence, KY 41042
859-795-1233

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The Liberty Group - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4086

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Chris Hudson - Morgan Stanley

400 West Market St
Ste 2500

Louisville, KY 40202
502-562-5124

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Suresh Sallan - Ameriprise Financial Services, LLC

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Buckner Woodford V, CFA - UBS Financial Services Inc.

307 South Ashland Avenue

Lexington, KY 40502
859-335-8109

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Journey Advisory Group

15 W 5th Street

Covington, KY 41011
859-888-0356

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Robert Adams - Ameriprise Financial Services, LLC

265 Regency Cir
Ste D

Lexington, KY 40503
859-277-6589

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River City Bank

14000 Shelbyville Road

Louisville, KY 40245
502-245-5500

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Geraldine Gordon - Ameriprise Financial Services, LLC

230 Lexington Green Cir
Ste 115

Lexington, KY 40503
859-971-1660

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Alyce W Weixler - Morgan Stanley

4969 US Highway 42
Suite 1200

Louisville, KY 40222
502-394-4009

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Jim Richardson - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9527

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John Dicks - Ameriprise Financial Services, Inc.

12910 Shelbyville Rd
Ste 250

Louisville, KY 40243
502-489-5434

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Steve Knapp - Ameriprise Financial Services, LLC

7430 US Highway 42
Ste 101

Florence, KY 41042
859-795-1237

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Todd C O'Neil - Ameriprise Financial Services, LLC

408 Blankenbaker Pkwy
Ste 100

Louisville, KY 40243
502-489-6900

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Chris Mallory - Ameriprise Financial Services, LLC

805 N Whittington Pkwy
Ste 100

Louisville, KY 40222
502-326-3926

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Rusty Davis - Ameriprise Financial Services, Inc.

2708 New Hartford Rd

Owensboro, KY 42303
270-684-8424

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Courtney Yartz - Ameriprise Financial Services, LLC

9405 Mill Brook Rd
Ste 101

Louisville, KY 40223
502-412-4050

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Edward Jones - Financial Advisor: Brandon M Taylor, CRPC"

49 Bonnie Blvd
Suite 1

Springfield, KY 40069
859-336-5181

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Edward Jones - Financial Advisor: Matthew P Moore

2801 Wayne Sullivan Dr

Paducah, KY 42003
270-415-9239

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Edward Jones - Financial Advisor: Ben Stocksdale

9837 Third St Rd
Ste 101

Louisville, KY 40272
502-933-7422

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Edward Jones - Financial Advisor: Teresa L Smothers

130 S Third Street
Suite 100

Danville, KY 40422
859-936-9600

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Edward Jones - Financial Advisor: Lindsay Rice, AAMS"

122 Stone Trace Dr
Suite B

Mt Sterling, KY 40353
859-520-3067

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Edward Jones - Financial Advisor: Ethan T Moore

250 Interstate Plaza Rd
Ste A

Munfordville, KY 42765
270-524-3614

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Edward Jones - Financial Advisor: Judd Malone

4975 Alben Barkley Drive
Ste 2

Paducah, KY 42001
270-441-7686

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Edward Jones - Financial Advisor: Kisha C Burchett

315 Broadway St

Paintsville, KY 41240
606-789-7827

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Edward Jones - Financial Advisor: Nicholas Gillham

2202 US Hwy 41 North
Suite C

Henderson, KY 42420
270-869-1775

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Edward Jones - Financial Advisor: Elijah C Carmean

1500 Dixie Highway
Suite 100

Park Hills, KY 41011
859-342-4512

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Edward Jones - Financial Advisor: Amzie Wenning

306 West Main St

Frankfort, KY 40601
502-223-2222

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Edward Jones - Financial Advisor: Brandon Wolf

2010 Cherokee Parkway
Suite 1

Louisville, KY 40204
502-458-0988

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Edward Jones - Financial Advisor: Matt Warner

10400 Dixie Hwy
Suite 101

Louisville, KY 40272
502-933-8932

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Edward Jones - Financial Advisor: Jeff Brumett

308 Greensburg St

Columbia, KY 42728
270-384-0555

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Edward Jones - Financial Advisor: Rickie D Miller

101 Alycia Dr
Suite 1

Richmond, KY 40475
859-626-0060

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Edward Jones - Financial Advisor: Philip Dieckhoff II

619 High St
Suite 2

Brandenburg, KY 40108
270-422-5990

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Edward Jones - Financial Advisor: David D Smith, CFP®|AAMS"

843 Fairview Avenue B-1

Bowling Green, KY 42101
270-783-4433

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Edward Jones - Financial Advisor: JR Kaster

910 N Dixie Hwy
Suite 117

Elizabethtown, KY 42701
270-737-7166

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Edward Jones - Financial Advisor: Jayme W Nelson

1795 Alysheba Way
#4104

Lexington, KY 40509
859-309-8470

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Edward Jones - Financial Advisor: Patrick D Shellenberg, AAMS"

950 Breckenridge Lane
Ste 160

Louisville, KY 40207
502-897-2560

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Edward Jones - Financial Advisor: Alex S Englund

611 Main Street

Shelbyville, KY 40065
502-633-6012

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Edward Jones - Financial Advisor: Ryan J Murphy

1304 Main Street

Benton, KY 42025
270-527-5743

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Edward Jones - Financial Advisor: Sally Maloney

933 Fields Dr
Suite 202

Bowling Green, KY 42104
270-842-2141

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Edward Jones - Financial Advisor: Crystal N Davis

349 Langdon Street

Somerset, KY 42503
606-679-1116

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Edward Jones - Financial Advisor: Blake R Summarell, CFP®

4720 Village Square Dr
Suite C

Paducah, KY 42001
270-554-2082

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Edward Jones - Financial Advisor: Grant S Rogers

123 E Bellville St

Marion, KY 42064
270-965-0944

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Edward Jones - Financial Advisor: Allen E Dummitt

4071 Tates Creek Centre Rd
Suite 201

Lexington, KY 40517
859-368-9039

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Edward Jones - Financial Advisor: Robert M Melillo

2944 Yorkshire Blvd

Louisville, KY 40220
502-458-5557

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Edward Jones - Financial Advisor: Chuck Sobieck

71 Imaging Drive

Somerset, KY 42503
606-678-0326

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Edward Jones - Financial Advisor: Jessica C Haralu

130 Mooreland Avenue

Harrodsburg, KY 40330
859-733-9327

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Edward Jones - Financial Advisor: Brian Duncan

100 Ag Way
Suite 2

Stanford, KY 40484
606-365-0344

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Edward Jones - Financial Advisor: Katherine M Goins

2630 US Highway 41 N
Suite C

Henderson, KY 42420
270-827-2285

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Kay Blunck - Morgan Stanley

444 East Main St
Ste 111

Lexington, KY 40507
859-231-9522

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Edward Jones - Financial Advisor: Rick Combs, AAMS"

3194 Dixie Highway

Erlanger, KY 41018
859-426-1700

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Edward Jones - Financial Advisor: William W Boyd

171 S English Station Rd

Louisville, KY 40245
502-244-3929

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Edward Jones - Financial Advisor: Brad Shipe

8160 Dream Street

Florence, KY 41042
859-282-7040

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Edward Jones - Financial Advisor: Porter Walker

2114 Bardstown Rd

Louisville, KY 40205
502-456-1023

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Allstate Personal Financial Representative: Richard King

3030 Hunsinger Ln

Louisville, KY 40220
502-836-4086

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Edward Jones - Financial Advisor: Colin J FitzGerald

1311 Johnson Blvd

Murray, KY 42071
270-759-4014

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Edward Jones - Financial Advisor: Jake Williams, AAMS"

3201 Lafayette Road

Hopkinsville, KY 42240
270-885-5000

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Edward Jones - Financial Advisor: Philip M Chapman

305 N 12th Street
Suite B

Murray, KY 42071
270-753-4227

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Edward Jones - Financial Advisor: Dawn M Nelson, CFP®

3801 Dylan Place
Suite 120

Lexington, KY 40514
859-223-0881

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Edward Jones - Financial Advisor: Eric L Penniston

600 Main Street

Murray, KY 42071
270-753-7401

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Fifth Third Private Bank - Mark Raque

401 South 4th Street

Louisville, KY 40202
502-562-5556

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Edward Jones - Financial Advisor: Mike Sims

88 Plantation Drive

Paducah, KY 42001
270-554-4361

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Edward Jones - Financial Advisor: Mark R Lindemoen

10268 Shelbyville Road

Louisville, KY 40223
502-245-3787

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Edward Jones - Financial Advisor: Brandon C LaMond

1120 Island Ford Road

Madisonville, KY 42431
270-245-2315

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Edward Jones - Financial Advisor: Tyler Little

20 N Grand Ave
Suite 104

Ft Thomas, KY 41075
859-814-8428

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Edward Jones - Financial Advisor: Wesley T Wilson

1755 Hatter Ln

Lexington, KY 40511
859-368-9021

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Edward Jones - Financial Advisor: Chris Gilbert

201 Pauline Dr
Suite C

Berea, KY 40403
859-986-4722

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Edward Jones - Financial Advisor: Jamie Harris

141 North Public Square

Glasgow, KY 42141
270-651-9993

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Edward Jones - Financial Advisor: Mark J Trachsel

136 East Pike Street

Cynthiana, KY 41031
859-234-0368

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Edward Jones - Financial Advisor: Jesse Webb

2100 N Main St

Madisonville, KY 42431
270-584-9051

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Edward Jones - Financial Advisor: Patrick J Brennan

3061 Fieldstone Way
Ste 1100

Lexington, KY 40513
859-296-0868

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Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS"

115 Codell Dr
Ste 130

Lexington, KY 40509
859-252-0703

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Edward Jones - Financial Advisor: Mack Kersey, AAMS"

104 Smoky Way
Suite 200

Danville, KY 40422
859-236-4110

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Edward Jones - Financial Advisor: Tim Dunn, CFP®

1175 S Main St
Suite C

Madisonville, KY 42431
270-245-2941

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Edward Jones - Financial Advisor: Jennifer L Tindall

3834 South Hwy 27

Somerset, KY 42501
606-678-2033

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Edward Jones - Financial Advisor: Sean C Smith

12406 La Grange Road
Suite 105

Louisville, KY 40245
502-257-7783

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Edward Jones - Financial Advisor: Mollye H Raney, AAMS"

1515 W Lexington Ave
Suite C

Winchester, KY 40391
859-744-7190

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Edward Jones - Financial Advisor: Nate Boss

600 Main Street

Murray, KY 42071
270-753-7401

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Edward Jones - Financial Advisor: Jennifer Newton, AAMS"

202 West Stephen Foster Ave
Suite D

Bardstown, KY 40004
502-349-3070

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Alpha Financial Partners

710 E Main St
110

Lexington, KY 40502
859-785-2660

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Edward Jones - Financial Advisor: Ed Krahwinkel

207 Phillips Court

Owensboro, KY 42303
270-684-5722

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Allstate Personal Financial Representative: Steve Miller

406 Blankenbaker Pkwy
Ste H2

Louisville, KY 40243
502-253-1112

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Edward Jones - Financial Advisor: Dave DeBrot

1313 E Broadway

Campbellsville, KY 42718
270-789-4874

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Edward Jones - Financial Advisor: Derrick A Palmer, CFP®

1131 Fairway Street
Suite 201

Bowling Green, KY 42103
270-783-0820

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Edward Jones - Financial Advisor: Frederick J Doll

118 Tradepark Dr
Suite A

Somerset, KY 42503
606-677-2923

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Edward Jones - Financial Advisor: John C Buchanan

1931 Old Main Street

Maysville, KY 41056
606-759-1700

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Edward Jones - Financial Advisor: Sarah B Hite, AAMS"

988 Chambers Blvd

Bardstown, KY 40004
502-348-0035

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Edward Jones - Financial Advisor: Steve Gross

1065 Dove Run Rd
Suite 2

Lexington, KY 40502
859-224-0637

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Edward Jones - Financial Advisor: Tracy G Cooper

3513 Poplar Level Road

Louisville, KY 40213
502-459-2905

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Edward Jones - Financial Advisor: Taylor Graeter II

10400 Dixie Hwy
Suite 101

Louisville, KY 40272
502-933-8932

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Edward Jones - Financial Advisor: Merrick A Hicks

77 Mack Walters Rd
Suite 210

Shelbyville, KY 40065
502-513-5108

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Edward Jones - Financial Advisor: Kristen L Hammack

1200 N Bardstown Rd
Ste C

Mt Washington, KY 40047
502-538-4553

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Edward Jones - Financial Advisor: Andrew Kent

76 C Michael Davenport Blvd
Suite 3

Frankfort, KY 40601
502-223-2633

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Edward Jones - Financial Advisor: Stuart Morgan

4071 Tates Creek Centre Rd
Suite 201

Lexington, KY 40517
859-368-9039

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Edward Jones - Financial Advisor: Hal L White Jr

3513 Poplar Level Road

Louisville, KY 40213
502-459-2905

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Edward Jones - Financial Advisor: Matthew S Williams

6001 Claymont Village Dr
Ste 6

Crestwood, KY 40014
502-214-5904

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Edward Jones - Financial Advisor: Jason Brumley

189 Adam Shepherd Parkway
Suite 7

Shepherdsville, KY 40165
502-543-3090

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Edward Jones - Financial Advisor: Rich Sandman

120 Sears Ave
Suite 128

Louisville, KY 40207
502-442-7844

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Edward Jones - Financial Advisor: Audrey Back

802 Euclid Ave

Lexington, KY 40502
859-269-2203

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Edward Jones - Financial Advisor: Kendall M Roper

1131 Fairway Street
Suite 201

Bowling Green, KY 42103
270-783-0820

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Edward Jones - Financial Advisor: Nat Jordan

1002 Granite Dr
Suite 2

Bardstown, KY 40004
502-350-1142

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Edward Jones - Financial Advisor: Cameron Quisenberry

3310 Professional Park
Ste 102

Owensboro, KY 42303
270-215-2433

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Edward Jones - Financial Advisor: Clayton W Cornett

1601 W Everly Brothers Blvd

Central City, KY 42330
270-931-2182

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Elkhorn Private Wealth

771 Corporate Dr
Ste 605

Lexington, KY 40503
844-402-0080

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Edward Jones - Financial Advisor: Joel Shepherd

3841 Ruckriegel Pkwy
Ste 102

Jeffersontown, KY 40299
502-365-9835

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Edward Jones - Financial Advisor: Matt Anderson

102 Manor Avenue
Ste 200

Bardstown, KY 40004
502-348-5567

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Edward Jones - Financial Advisor: Chip Schank

630 Buttermilk Pike

Crescent Springs, KY 41017
859-344-1100

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Edward Jones - Financial Advisor: Jay Shafferman

100 Mallard Creek Road
Suite 121

Louisville, KY 40207
502-893-6898

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Edward Jones - Financial Advisor: Jordan T Coomes

1470 Chelsa Dr
Suite A

Madisonville, KY 42431
270-821-1969

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Edward Jones - Financial Advisor: Bryan Shumate

4740 Hansen Rd

Paducah, KY 42001
270-554-2083

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Edward Jones - Financial Advisor: Theo Williamson

227 A 3rd Street

Henderson, KY 42420
270-826-0553

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Community Trust Wealth & Trust Management

100 E Vine St
501

Lexington, KY 40507
859-389-5300

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Edward Jones - Financial Advisor: Victoria Watson

1060 Chinoe Rd
Suite 136

Lexington, KY 40502
859-269-4800

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First Command Financial Advisor - Kenneth Roberts

300 High Rise Drive
Suite 102

Louisville, KY 40213
502-632-2400

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Edward Jones - Financial Advisor: Brian M Edelen

11724 Main Street

Middletown, KY 40243
502-245-3050

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Edward Jones - Financial Advisor: Beau Blemker

106 E Main St

Morganfield, KY 42437
270-389-3810

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Edward Jones - Financial Advisor: Jonathon Tilford

150 Ap Indy Ln

Versailles, KY 40383
859-400-0024

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Edward Jones - Financial Advisor: Kenneth H Ehlschide Jr

2200 E Parrish Ave
Bldg C Ll109

Owensboro, KY 42303
270-685-5144

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Edward Jones - Financial Advisor: Carl Campbell

1511 Cavalry Ln
Suite 102

Florence, KY 41042
859-384-0306

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Edward Jones - Financial Advisor: Sheila L Perkins, AAMS"

1003 West Main Street
Suite C

Glasgow, KY 42141
270-629-3630

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Edward Jones - Financial Advisor: Morgan Murray, CRPC"

504 North Main Street
Suite E

Nicholasville, KY 40356
859-881-8246

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Allstate Personal Financial Representative: Charles O. Pickett Jr.

100 Fountain Ave
Ste 404

Paducah, KY 42001
270-444-6956

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Edward Jones - Financial Advisor: Chris Menser

2008 Merchant Dr
Suite 4

Richmond, KY 40475
859-626-7676

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Edward Jones - Financial Advisor: Tycen R Brock

2107 Frederica St

Owensboro, KY 42301
270-926-7454

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Edward Jones - Financial Advisor: Todd A Strouse

209 N Main St
Suite 1

London, KY 40741
606-862-0716

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Edward Jones - Financial Advisor: Laura A Duff, AAMS"|CRPC"

3235 Olivet Church Rd
Suite H

Paducah, KY 42001
270-442-3483

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Edward Jones - Financial Advisor: Joe Willis

326 Public Square
Suite 102

Columbia, KY 42728
270-250-7100

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Edward Jones - Financial Advisor: Patrick A Dawson

67 Main St
Suite B

Cadiz, KY 42211
270-522-5942

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Edward Jones - Financial Advisor: Kyle Todd

2413 Ring Rd
Suite 105

Elizabethtown, KY 42701
270-737-0249

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Edward Jones - Financial Advisor: Blake A Nephew

10636 Eagle Way Bypass

Hopkinsville, KY 42240
270-632-4930

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Edward Jones - Financial Advisor: Jason A Padget

10025 Forest Green Blvd

Louisville, KY 40223
502-327-9387

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Edward Jones - Financial Advisor: Kurt Sutton

2801 Wayne Sullivan Dr

Paducah, KY 42003
270-415-9239

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Edward Jones - Financial Advisor: Beth Davis

1400 Cumberland Falls Hwy
Suite A

Corbin, KY 40701
606-620-4580

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Edward Jones - Financial Advisor: Ryan H Monroe

700 Barrett Blvd
Suite B

Henderson, KY 42420
270-827-3381

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Edward Jones - Financial Advisor: Eric A Baker, AAMS"

1744 Winchester Avenue

Ashland, KY 41101
606-324-2211

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Edward Jones - Financial Advisor: Ryan S Wilkey

5 South Main Street

Henderson, KY 42420
270-826-5993

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