Lifetime Wealth Design LLC

Lifetime Wealth Design LLC (CRD# 165086) is a financial advisory firm headquartered in Louisville, KY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Lifetime Wealth Design LLC
Showing 1 - 1 of 1 top financial advisors.
Kevin N. Roberts
CRD#: 5679551
201b Townepark Circle, Ste B-1, Louisville, KY 40243

Kevin Roberts (CRD# 5679551) is an Investment Advisor Representative working at Lifetime Wealth Design LLC in Louisville, KY and has over 8 years of experience in the finance industry. Kevin Roberts 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.

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