Mwm Advisory

Mwm Advisory (CRD# 166411) is a financial advisory firm headquartered in Louisville, KY. They manage $269,812,125 in 684 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $394,462
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
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, FL, GA, IN, KY, MI, NY, OH, TX, VA

Financial Advisors at Mwm Advisory
Showing 1 - 10 of 13 top financial advisors.
1
Frank P. Hill
CRD#: 2208115
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
96
Wealthminder
score

Frank Hill (CRD# 2208115) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 26 years of experience in the finance industry. Frank Hill 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.

2
Victoria D. Buster
CRD#: 4033490
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Victoria Buster (CRD# 4033490) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 18 years of experience in the finance industry.

3
Marcia J. Cammack
CRD#: 4039202
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Marcia Cammack (CRD# 4039202) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 18 years of experience in the finance industry.

4
Kevin L. Fuqua
CRD#: 4459722
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Kevin Fuqua (CRD# 4459722) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 16 years of experience in the finance industry.

5
Thomas P. Furlong
CRD#: 2091577
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Thomas Furlong (CRD# 2091577) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 27 years of experience in the finance industry.

6
William L. Hager
CRD#: 4658597
300 West Vine Street, Suite 800, Lexington, KY 40507
93
Wealthminder
score

William Hager (CRD# 4658597) is an Investment Advisor Representative working at Mwm Advisory in Lexington, KY and has over 11 years of experience in the finance industry.

7
John G. Kallis
CRD#: 4366410
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

John Kallis (CRD# 4366410) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 16 years of experience in the finance industry.

8
Steven D. Kerrick
CRD#: 5729235
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Steven Kerrick (CRD# 5729235) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 8 years of experience in the finance industry.

9
Stephen M. Lukinovich
CRD#: 4010240
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Stephen Lukinovich (CRD# 4010240) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 17 years of experience in the finance industry.

10
Nathan D. McNulty
CRD#: 5268444
2600 Meidinger Tower, 462 South Fourth Street, Louisville, KY 40202
93
Wealthminder
score

Nathan McNulty (CRD# 5268444) is an Investment Advisor Representative working at Mwm Advisory in Louisville, KY and has over 10 years of experience in the finance industry.

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