Magnate Advisory Services, LLC

Magnate Advisory Services, LLC (CRD# 283056) is a financial advisory firm headquartered in Louisville, KY. They manage $209,933,238 in 2,075 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243
https://www.instagram.com/magnatewealth
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    2,075
    ACCOUNTS
  • Average Account Value
    $101,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX

Financial Advisors at Magnate Advisory Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael Brooks, financial advisor Bardstown KY
Michael R. Brooks
CRD#: 1921579
201 East Stephen Foster Avenue, Bardstown, KY 40004

Michael Brooks (CRD# 1921579) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Bardstown, KY and has over 35 years of experience in the finance industry.

2
John Denham, financial advisor Louisville KY
John S. Denham
CRD#: 5389640
400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

John Denham (CRD# 5389640) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Louisville, KY and has over 16 years of experience in the finance industry.

3
Valerie Downs, financial advisor Bardstown KY
Valerie M. Downs
CRD#: 5079238
201 East Stephen Foster Avenue, Bardstown, KY 40004

Valerie Downs (CRD# 5079238) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Bardstown, KY and has over 18 years of experience in the finance industry.

4
Thomas Hagedorn, financial advisor Cincinnati OH
Thomas W. Hagedorn
CRD#: 1067761
Cincinnati, OH

Thomas Hagedorn (CRD# 1067761) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Cincinnati, OH and has over 40 years of experience in the finance industry.

5
James Nicholson, financial advisor Louisville KY
James C. Nicholson
CRD#: 5313260
400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

James Nicholson (CRD# 5313260) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Louisville, KY and has over 16 years of experience in the finance industry.

6
Christopher Watkins, financial advisor Louisville KY
Christopher N. Watkins
CRD#: 4456445
400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

Christopher Watkins (CRD# 4456445) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Louisville, KY and has over 22 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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