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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Don Graeter (CRD# 1064731) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 41 years of experience in the finance industry.
Drew Graeter (CRD# 4139416) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Spencer Graeter (CRD# 5392835) is an Investment Advisor Representative working at Graeter Wealth Advisors, LLC in Louisville, KY and has over 16 years of experience in the finance industry.
Michael Grau (CRD# 2558374) is an Investment Advisor Representative working at Axiom Financial Strategies Group, LLC in New Albany, IN and has over 23 years of experience in the finance industry. Michael Grau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Income Planning / Retirement Advisor ages 50+
Comprehensive Financial Planning
Trust Management with tax sensitive investments in mind. $50000 min
Business Succession Strategy / Family Owned Transitions
Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A
Hybrid pension plans for medical and dental companies
Typical clients has over 200k Household income, $250000 investable assets
William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years...
Max Guenther (CRD# 5921163) is an Investment Advisor Representative working at Edward Jones in Floyds Knobs, IN and has over 9 years of experience in the finance industry.
Gail Gunter (CRD# 2272201) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 31 years of experience in the finance industry.
Samuel Gurvitch (CRD# 4408653) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Jeffersonville, IN and has over 22 years of experience in the finance industry.
Matthew Haas (CRD# 4225759) is an Investment Advisor Representative working at Advice And Planning Services in Louisville, KY and has over 23 years of experience in the finance industry.
William Hancock, Iii (CRD# 836955) is an Investment Advisor Representative working at Atlas Brown in Louisville, KY and has over 33 years of experience in the finance industry.