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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Melody A Chaney, CFP®

Edward Jones
(270) 524-0541

PO Box 261
Munfordville, KY 42765-0261
View on Map
(270) 524-0541

Compensation Method: Commission and Fee
Minimum Investable Assets: $5,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
Nathan Slyh, CFP®

PNC Bank
(859) 492-7405

4080 Tates Creek Centre Dr
Lexington, KY 40517-3057
View on Map
(859) 272-0182

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Nancy W Ary, CFP®

Prudential Financial, Inc.
(502) 318-6805

9300 Shelbyville Road
Suite 900
Louisville, KY 40222-5167
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(502) 318-6805

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, General Financial Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Social Security Planning, Women's Finances

Contact
Neil L. Quinlan, CFP®

ARGI Financial Group/ Wastah LLC
(502) 753-0609

1914 Stanley Gault Pkwy
Louisville, KY 40223-4158
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(502) 753-0609

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Planning, Tax Planning

Contact
Patricia D Verhalen, CFP®

LPL Financial
(859) 977-4892

2250 Thunderstick Dr. 1104
Lexington, KY 40505-9009
View on Map
(859) 977-4892

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Life Transitions, Long-Term Care, Planning for Couples

Contact
William K. Dermann, CFP®

Dermann & Smith Personal Wealt
(859) 396-7534

535 Wellington Way Ste 260
Lexington, KY 40503-1388
View on Map
(859) 252-2780

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Michael H Gross, CFP®

Cornerstone Financial Planning

321 Townepark Cir
Louisville, KY 40243-2342
View on Map

151 Persimmon Ridge Dr
Louisville, KY 40245-5013
View on Map
(502) 299-9889

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact
Jonathan D Upton, CFP®

Lamkin Wealth Management
(502) 961-6550 x103

5151 Jefferson Blvd
Suite 102
Louisville, KY 40219-3210
View on Map
(502) 961-6550

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
William G. Lanter, CFP®

Unified Trust Company
(859) 514-3347

2353 Alexandria Drive
Ste 100
Lexington, KY 40504-3208
View on Map
(859) 514-3347

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
John R. Michael, CFP®

Kentucky Financial Group
(502) 228-0866

2225 Lexington Rd
Louisville, KY 40206-2818
View on Map
(502) 451-0600

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Matthew T. Garrett, CFP®

Hilliard Lyons
(270) 781-1691

446 E Main Ave
Bowling Green, KY 42101-6911
View on Map
(270) 781-1691

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact
Gary R. Grigg, CFP®

Morgan Stanley
(502) 562-5114

400 West Market Street
suite 2500
Louisville, KY 40202-3326
View on Map
(502) 562-5114

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning

Contact
David B Whitfield, CFP®

Charles Schwab & Co
(561) 417-2702

10019 Forest Green Blvd
Louisville, KY 40223-5119
View on Map
(561) 417-2702

Compensation Method: Salary
Minimum Investable Assets: $400,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Contact
Ronald Dean Butt, CFP®

ARGI Financial Group
(502) 753-0609 x1309

1914 Stanley Gault Pkwy
Louisville, KY 40223-4158
View on Map
(502) 753-0609

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning, Small Business Planning

Contact
P. Joseph Reeves, CFP®

ARGI Financial Group
(502) 753-0609

1914 Stanley Gault Pkwy
Louisville, KY 40223-4158
View on Map
(502) 753-0609

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care

Contact
Susan Pack-Horowitz, CFP®

(502) 419-0438

2103 Camargo Road
Louisville, KY 40207-1111
View on Map
(502) 419-0438

Compensation Method: Commission and Fee
Minimum Investable Assets: $20,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Life Transitions, Long-Term Care, Risk Management

Contact
David A Thomas, CFP®

Ameriprise Financial
(270) 821-2044

17 South Main St.
Madisonville, KY 42431-2553
View on Map
(270) 821-2044

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning

Contact
William W. Cox, CFP®

(270) 444-0410

131 Nahm St
Ste 4
Paducah, KY 42001-4362
View on Map
(270) 444-0410

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Contact
Gary A. Murphy, CFP®

The Mutual Fund Store Lexington
(859) 317-2747

4383 Old Harrodsburg Rd.
Suite 125
Lexington, KY 40513-8015
View on Map
(859) 317-2747

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Life Transitions

Contact
NICHOLAS A. NIELSEN, CFP®

PNC Investments
(704) 686-1017

7603 Outer Loop
Louisville, KY 40228-1728
View on Map
(502) 581-5200

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Debt Management, Investment Management, Investment Planning, Men's Finances

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