Alexander Investment Services Company

Alexander Investment Services Company (CRD# 1037) is a financial advisory firm headquartered in Louisville, KY. They manage $523,728,928 in 1,114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
909 Lily Creek Road #101, Louisville, KY 40243
https://www.aisretirement.com
By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    1,114
    ACCOUNTS
  • Average Account Value
    $470,134
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Alexander Investment Services Company
Showing 1 - 10 of 11 top financial advisors.
1
Drew Adams, financial advisor Harlan KY
Drew S. Adams
CRD#: 5181929
Hendrickson Building - Suite 207, P.o. Box 1728, Harlan, KY 40831

Drew Adams (CRD# 5181929) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 15 years of experience in the finance industry.

2
Thomas Clark, financial advisor Louisville KY
Thomas R. Clark
CRD#: 3072723
909 Lily Creek Road #101, Louisville, KY 40243

Thomas Clark (CRD# 3072723) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 23 years of experience in the finance industry.

3
Ancil Collett, financial advisor Harlan KY
Ancil Collett
CRD#: 4355109
Hendrickson Building - Suite 207, P.o. Box 1728, Harlan, KY 40831

Ancil Collett (CRD# 4355109) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 21 years of experience in the finance industry.

4
John Frymire, financial advisor Louisville KY
John M. Frymire
CRD#: 3084350
909 Lily Creek Road #101, Louisville, KY 40243

John Frymire (CRD# 3084350) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 17 years of experience in the finance industry. John Frymire 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

John Frymire specializes in investment management, private wealth management, retirement planning, and retirement plan services for businesses.

5
Michael Hanlein, financial advisor Louisville KY
Michael A. Hanlein
CRD#: 6677516
909 Lily Creek Road #101, Louisville, KY 40243

Michael Hanlein (CRD# 6677516) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 4 years of experience in the finance industry.

6
Robert Meek, financial advisor Louisville KY
Robert A. Meek
CRD#: 6890033
909 Lily Creek Road #101, Louisville, KY 40243

Robert Meek (CRD# 6890033) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 3 years of experience in the finance industry.

7
John Stillwagon, financial advisor Louisville KY
John B. Stillwagon
CRD#: 2431428
909 Lily Creek Road #101, Louisville, KY 40243

John Stillwagon (CRD# 2431428) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 28 years of experience in the finance industry.

8
Richard Fox, financial advisor Harlan KY
Richard L. Fox
CRD#: 1238021
Hendrickson Building - Suite 207, P.o. Box 1728, Harlan, KY 40831

Richard Fox (CRD# 1238021) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 38 years of experience in the finance industry.

9
Leo Hanlein, financial advisor Louisville KY
Leo A. Hanlein
CRD#: 2369588
909 Lily Creek Road #101, Louisville, KY 40243

Leo Hanlein (CRD# 2369588) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 28 years of experience in the finance industry.

10
Gerald Wells, financial advisor Louisville KY
Gerald A. Wells
CRD#: 729663
909 Lily Creek Road #101, Louisville, KY 40243

Gerald Wells (CRD# 729663) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 41 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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