Financial advisors in Crescent Springs, KY

19 advisors

Brian Kroger
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Dickman
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
VerifiedFinancial planning
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Angela Malton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carole Cottingham
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Schank
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Schwartz
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Smith
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edward Bosch
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Rawe
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Schultz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerome Doherty
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kara Barnett
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Luann Driscoll
Financial advisor at Research & Portfolio Management
Research & Portfolio Management · $160.8M AUM
Verified
View page Check on SEC IAPD ↗
Mark Dickman
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Weber
Financial advisor at Research & Portfolio Management
Research & Portfolio Management · $160.8M AUM
Verified
View page Check on SEC IAPD ↗
Michael Weber
Financial advisor at Research & Portfolio Management
Research & Portfolio Management · $160.8M AUM
Verified
View page Check on SEC IAPD ↗
Randall Rawe
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Dillon
Financial advisor at Independent Financial Partners
Independent Financial Partners · $16.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Victoria Michels
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Crescent Springs, KY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Crescent Springs, KY.

How this list works

Before you hire an advisor in Crescent Springs, KY