Resource Design, Inc.

Resource Design, Inc. (CRD# 116014) is a financial advisory firm headquartered in , . They manage $39,918,432 in 130 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $307,065
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, OH, TX

Financial Advisors at Resource Design, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Matthew B. Bierwirth
CRD#: 5581949
Edgewood, KY
96
Wealthminder
score

Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Edgewood, KY and has over 9 years of experience in the finance industry. Matthew Bierwirth 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
Lawrence J. Bierwirth
CRD#: 1391289
Edgewood, KY
73
Wealthminder
score

Lawrence Bierwirth (CRD# 1391289) is an Investment Advisor Representative working at Resource Design, Inc. in Edgewood, KY and has over 32 years of experience in the finance industry.

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