Lifetime Wealth Design LLC

Lifetime Wealth Design LLC (CRD# 165086) is a financial advisory firm headquartered in Louisville, KY. They manage $1,591,621 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201b Townepark Circle, Ste B-1, Louisville, KY 40243
https://www.facebook.com/lifetimewealthdesign
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $66,318
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
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Lifetime Wealth Design LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Roberts, financial advisor Louisville KY
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 14 years of experience in the finance industry.

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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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