Financial advisors in Florence, KY

87 advisors · page 2 of 3

Duane Froelicher
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Erik Hoffman
Financial advisor at Silver Oak Securities, Inc.
Silver Oak Securities, Inc. · $2.45B AUM
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Gregory Goebel
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Hannah Sparkman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Heather Tenney
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Hunter Garrigus
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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James Grace
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jaron Price
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jason Calvert
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jennifer Anderson
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Jerome Knochelmann
Financial advisor at Kwma
Kwma · $4.5M AUM
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Jessica Meyer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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John Fruin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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John Schutte
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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John Young
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Joshua Newcomb
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Kevin Widener
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Kimberly Breedlove
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Kortnie James
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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Lauren Lubben
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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Louis Vennefron
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Maresa Tambling
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Mary Rich-Nugent
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Matthew King
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Matthew Luken
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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Megean Caldwell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Michael Cahill
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Michael Carrigan
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Michael Ducker
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Michael Frey
Financial advisor at Fifth Third Securities, Inc.
Fifth Third Securities, Inc. · $10.92B AUM
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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 Florence, 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 Florence, KY.

How this list works

Before you hire an advisor in Florence, KY