Michael Battaglia, financial advisor Louisville KY

Michael Battaglia

CRD Number: 6483214
Current Firm: Retirement Planning Solutions, LLC

Michael Battaglia (CRD# 6483214) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Planning Solutions, LLC Evansville, IN Jan 2023 - Current 1
Legacy Advisory Services Louisville, KY Nov 2020 - Dec 2022 2
Ae Wealth Management, LLC Topeka, KS Oct 2017 - Nov 2020 3
Casey Wealth Consultants Louisville, KY Jan 2015 - Oct 2020 5
Global Financial Private Capital, LLC Sarasota, FL Apr 2015 - Oct 2017 2
Secure Life Benefits Clinton, IN Jul 2010 - Nov 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Michael G. Battaglia
Phone Number: 502-499-5668
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    2,018
    ACCOUNTS
  • Average Account Value
    $141,404
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
Types of Clients
Registered States

CT, FL, IL, IN, KY, LA, NE, OH, TN, TX

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