Saling Wealth Advisors

Saling Wealth Advisors (CRD# 283226) is a financial advisory firm headquartered in Louisville, KY. They manage $132,124,350 in 336 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $393,227
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

FL, KY

Financial Advisors at Saling Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Eric J. Saling
CRD#: 5522503
9500 Ormsby Station Road, Plaza 1, Suite 400, Louisville, KY 40223
96
Wealthminder
score

Eric Saling (CRD# 5522503) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 8 years of experience in the finance industry. Eric Saling 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
James A. Saling
CRD#: 1780075
9500 Ormsby Station Road, Plaza 1, Suite 400, Louisville, KY 40223
96
Wealthminder
score

James Saling (CRD# 1780075) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 28 years of experience in the finance industry. James Saling 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.

3
Jason A. Stuber
CRD#: 4269880
9500 Ormsby Station Road, Plaza 1, Suite 400, Louisville, KY 40223
93
Wealthminder
score

Jason Stuber (CRD# 4269880) is an Investment Advisor Representative working at Saling Wealth Advisors in Louisville, KY and has over 15 years of experience in the finance industry.

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