Proactive Wealth Management

Proactive Wealth Management (CRD# 273028) is a financial advisory firm headquartered in Lexington, KY. They manage $13,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $104,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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 Proactive Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John Cooper
CRD#: 4639224
2333 Alexandria Dr, Lexington, KY 40504
93
Wealthminder
score

John Cooper (CRD# 4639224) is an Investment Advisor Representative working at Proactive Wealth Management in Lexington, KY and has over 13 years of experience in the finance industry.

2
William R. Finnell
CRD#: 2660940
176 Pasadena Dr, Building 2, Lexington, KY 40503
93
Wealthminder
score

William Finnell (CRD# 2660940) is an Investment Advisor Representative working at Proactive Wealth Management in Lexington, KY and has over 21 years of experience in the finance industry.

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