Panoptic Financial Group, LLC

Panoptic Financial Group, LLC (CRD# 172409) is a financial advisory firm headquartered in Bowling Green, KY. They manage $1,041,004 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $130,126
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

KY

Financial Advisors at Panoptic Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher J. Derry
CRD#: 870574
2501 Crossings Blvd., Suite 129, Bowling Green, KY 42104
93
Wealthminder
score

Christopher Derry (CRD# 870574) is an Investment Advisor Representative working at Panoptic Financial Group, LLC in Bowling Green, KY and has over 20 years of experience in the finance industry.

2
William N. Parkey
CRD#: 5724531
2501 Crossings Blvd., Suite 129, Bowling Green, KY 42104
93
Wealthminder
score

William Parkey (CRD# 5724531) is an Investment Advisor Representative working at Panoptic Financial Group, LLC in Bowling Green, KY and has over 5 years of experience in the finance industry.

3
Michael D. Elder
CRD#: 5769527
Louisville, KY
90
Wealthminder
score

Michael Elder (CRD# 5769527) is an Investment Advisor Representative working at Panoptic Financial Group, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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