Jeffrey Geiser (CRD# 7324755) is an Investment Advisor Representative working at Lightpath Wealth & Tax Advisors in Prospect, KY and has over 3 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lightpath Wealth & Tax Advisors | Prospect, KY | Jul 2021 - Current | 2 |
| Lightpath Wealth & Tax Advisors | Prospect, KY | May 2021 - Current | 3 |
| Lightpath Wealth & Tax Advisors | Prospect, KY | Jan 2021 - Current | 3 |
| Hatchfly Consulting LLC | Prospect, KY | Dec 2017 - Current | 6 |
| Openingbelltrade.com Dba Lightpath Wealth Advisors | Louisville, KY | Jan 2017 - May 2021 | 4 |
| Unemployed | Prospect, KY | Sep 2016 - Jan 2017 | < 1 |
| Power Agency | Louisville, KY | Sep 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- KY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.