Steven Giacobbe
CRD Number: 2761892Current Firm: Accredited Wealth Management LLC
Compensation Model: Fee Only
Steve Giacobbe (CRD# 2761892) is a co-founder of Accredited Wealth Management, a Louisville KY based independent wealth management firm providing fee-only investment and financial planning services to individuals, families and business owners. Steve has 25 years of investment and financial planning experience and is a Certified Financial Planner (CFP®) and Chartered Financial Analyst. 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 putclients' interests first and comply with the Financial Planning Practice Standards. CFA professionals must pass extensive exams and adhere to the CFA code of conduct. The CFA designation is considered the highest distinction in the investment management profession.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accredited Wealth Management, LLC | Louisville, KY | May 2014 - Current | 9 |
| Commonwealth Bank & Trust | Louisville, KY | Sep 2006 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
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Total Assets Under Management135MILLIONS
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Total Number of Accounts519ACCOUNTS
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Average Account Value$259,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IN, KY
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