Private Client Services, LLC

Private Client Services, LLC (CRD# 120222) is a financial advisory firm headquartered in Louisville, KY. They manage $845,810,789 in 2,890 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2225 Lexington Road, Louisville, KY 40206
http://www.kfg.com
By the Numbers
  • Total Assets Under Management
    846
    MILLION
  • Total Number of Accounts
    2,890
    ACCOUNTS
  • Average Account Value
    $292,668
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ND

Financial Advisors at Private Client Services, LLC
Showing 41 - 48 of 48 top financial advisors.
41
Jane Vande Voort, financial advisor Appleton WI
Jane M. Vande Voort
CRD#: 3161853
4351 West College Ave, Suite 420, Appleton, WI 54914

Jane Vande Voort (CRD# 3161853) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 19 years of experience in the finance industry.

42
Ronald Vanhorn, financial advisor Somerville NJ
Ronald F. Vanhorn
CRD#: 2176273
30a Maple Street, Somerville, NJ 08876

Ronald Vanhorn (CRD# 2176273) is an Investment Advisor Representative working at Private Client Services, LLC in Somerville, NJ and has over 28 years of experience in the finance industry.

43
Mark Wenzl, financial advisor North Kansas City MO
Mark P. Wenzl
CRD#: 1046989
310 Armour Rd, Suite 215, North Kansas City, MO 64119

Mark Wenzl (CRD# 1046989) is an Investment Advisor Representative working at Private Client Services, LLC in North Kansas City, MO and has over 41 years of experience in the finance industry.

44
Paul Burke, financial advisor Louisville KY
Paul A. Burke
CRD#: 7665143
2225 Lexington Rd, Louisville, KY 40206

Paul Burke (CRD# 7665143) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has 1 year of experience in the finance industry.

45
Cassondra Dunning, financial advisor Louisville KY
Cassondra J. Dunning
CRD#: 4159925
2225 Lexington Rd, Louisville, KY 40206

Cassondra Dunning (CRD# 4159925) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 23 years of experience in the finance industry.

46
Cynthia Durst, financial advisor Louisville KY
Cynthia L. Durst
CRD#: 5529844
2225 Lexington Rd., Louisville, KY 40206

Cynthia Durst (CRD# 5529844) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 15 years of experience in the finance industry.

47
Fredda Elzweig, financial advisor New York NY
Fredda Elzweig
CRD#: 2626557
450 Seventh Avenue, Suite 2600, New York, NY 10123

Fredda Elzweig (CRD# 2626557) is an Investment Advisor Representative working at Private Client Services, LLC in New York, NY and has over 27 years of experience in the finance industry.

48
Jillian Fohr, financial advisor Louisville KY
Jillian Fohr
CRD#: 7046118
2225 Lexington Rd, Louisville, KY 40206

Jillian Fohr (CRD# 7046118) is an Investment Advisor Representative working at Private Client Services, LLC in Louisville, KY and has over 4 years of experience in the finance industry.

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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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