Ann Puckett, financial advisor Bowling Green KY
93 score

Ann Puckett

CRD Number: 4595237
Current Firm: Bkd Wealth Advisors, LLC

Ann Puckett (CRD# 4595237) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Bowling Green, KY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bkd Wealth Advisors, LLC Bowling Green, KY Sep 2014 - Current 2
Bkd, LLP Bowling Green, KY Oct 1992 - Current 24
Bkd Wealth Advisors LLC Bowling Green, KY Jun 2002 - Oct 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Ann M. Puckett
Phone Number: 417.866.5822
Firm Website: http://www.bkdwa.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    2,618
    MILLIONS
  • Total Number of Accounts
    3,588
    ACCOUNTS
  • Average Account Value
    $729,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MO, MS, NC, NE, OH, OK, OR, PA, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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