Greater Louisville Inc. The Metro Chamber of Commerce 2019 Chamber of the Year
× Greater Louisville Inc. The Metro Chamber of Commerce
 

Financial & Investment Services

Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Baird
Baird
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500 West Jefferson Street
Louisville, KY 40202
Mr. Jim AllenMr. Jim Allen
Work Phone: (502) 588-8400(502) 588-8400
Member Since: 1950
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Computershare
Computershare
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658 South 4th Street
Louisville, KY 40202
Ms. Debra HackaMs. Debra Hacka
Work Phone: (502) 301-6029(502) 301-6029
Member Since: 2015
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Rogers Group Investments
Rogers Group Investments
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950 Breckenridge Lane
Louisville, KY 40207
Mr. Dan RechterMr. Dan Rechter
Work Phone: (502) 899-9310(502) 899-9310
Member Since: 1993
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Pattco Ventures, LLC
Pattco Ventures, LLC
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10350 Ormsby Park Place
Louisville, KY 40223
Mr. James PattersonMr. James Patterson
Work Phone: (502) 245-6623(502) 245-6623
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Todd Asset Management, LLC
Todd Asset Management, LLC
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101 South 5th Street
Louisville, KY 40202
Mr. Curtiss ScottMr. Curtiss Scott
Work Phone: (502) 585-3121(502) 585-3121
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Cerity Partners
Cerity Partners
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2201 High Wickham Place
Louisville, KY 40245
Mr. Jason WatersMr. Jason Waters
Work Phone: (502) 753-0609(502) 753-0609
ARGI Financial Group provides integrated financial services for individuals, families, business owners, and corporate employees.
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Mariner Wealth Advisors
Mariner Wealth Advisors
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4801 Olympia Park Plaza
Louisville, KY 40241
Ms. Pamela ThompsonMs. Pamela Thompson
Work Phone: (502) 236-2079(502) 236-2079
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Northwestern Mutual
Northwestern Mutual
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400 West Market Street
Louisville, KY 40202
Mr. Dan RiversMr. Dan Rivers
Work Phone: (502) 562-2400(502) 562-2400
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Merrill Lynch & Co.
Merrill Lynch & Co.
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101 Bullitt Lane
Louisville, KY 40222
Mr. John GardnerMr. John Gardner
Work Phone: (502) 329-5000(502) 329-5000
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Jack Henry & Associates, Inc.
Jack Henry & Associates, Inc.
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9420 Bunsen Parkway
Louisville, KY 40220
Mr. Tede FormanMr. Tede Forman
Work Phone: (270) 737-0590(270) 737-0590
Jack Henry & Associates provides more than 300 products and services that enable customers to process financial transactions, automate their businesses, and succeed in an increasingly competitive marketplace.
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Generations Private Wealth - UBS Financial Services
Generations Private Wealth - UBS Financial Services
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500 North Hurstbourne Parkway
Louisville, KY 40222
Ms. Kellie SheryakMs. Kellie Sheryak
Work Phone: (502) 420-7651(502) 420-7651
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Raymond James - Downtown Louisville Branch
Raymond James - Downtown Louisville Branch
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400 West Market Street
Louisville, KY 40202
Work Phone: (502) 569-4103(502) 569-4103
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Raymond James - Louisville East Branch
Raymond James - Louisville East Branch
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4969 U.S. Highway 42
Louisville, KY 40222
Work Phone: (502) 329-2066(502) 329-2066
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BLVD Private Wealth
BLVD Private Wealth
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10515 Meeting Street
Prospect, KY 40059
Work Phone: (502) 513-8056(502) 513-8056
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First Bankers Trust Company
First Bankers Trust Company
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10503 Timberwood Circle
Louisville, KY 40223
Work Phone: (502) 587-1899(502) 587-1899
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Fifth Third Private Bank
Fifth Third Private Bank
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401 South 4th Street
Louisville, KY 40202
Work Phone: (502) 562-5556(502) 562-5556
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River Road Asset Management
River Road Asset Management
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462 South 4th Street
Louisville, KY 40202
Work Phone: (502) 371-4100(502) 371-4100
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Fort Knox National Company
Fort Knox National Company
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P.O. Box 1270
Elizabethtown, KY 42702
Work Phone: (270) 706-6229(270) 706-6229
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Cardinal Pointe Financial Group
Cardinal Pointe Financial Group
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408 Blankenbaker Parkway
Louisville, KY 40243
Work Phone: (502) 489-6900(502) 489-6900
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Childress & Associates
Childress & Associates
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1349 Bardstown Road
Louisville, KY 40204
Work Phone: (502) 365-4600(502) 365-4600
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Repaytient
Repaytient
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700 Distillery Commons
Louisville, KY 40206
Work Phone: (502) 819-5913(502) 819-5913
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Atlas Brown, Inc.
Atlas Brown, Inc.
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333 East Main Street
Louisville, KY 40202
Work Phone: (502) 271-2900(502) 271-2900
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Commonwealth Capital Management LLC
Commonwealth Capital Management LLC
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10503 Timberwood Circle
Louisville, KY 40223
Work Phone: (502) 420-9912(502) 420-9912
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Parthenon LLC
Parthenon LLC
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435 North Whittington Parkway
Louisville, KY 40222
Work Phone: (502) 327-5660(502) 327-5660
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River Hill Capital, LLC
River Hill Capital, LLC
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418 Knightsbridge Road
Louisville, KY 40206
Work Phone: (502) 326-4922(502) 326-4922
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Private Client Services, LLC
Private Client Services, LLC
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2225 Lexington Road
Louisville, KY 40206
Work Phone: (502) 451-0600(502) 451-0600
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Fifth Third Securities
Fifth Third Securities
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2207 Holiday Manor Center
Louisville, KY 40222
Work Phone: (502) 425-2295(502) 425-2295
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First Kentucky Securities Corporation
First Kentucky Securities Corporation
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4360 Brownsboro Road
Louisville, KY 40207
Work Phone: (502) 893-7288(502) 893-7288
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Corvus Capital, LLC
Corvus Capital, LLC
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2950 Breckenridge Lane
Louisville, KY 40220
Work Phone: (502) 454-3394(502) 454-3394
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Lamkin Wealth Management
Lamkin Wealth Management
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901 Lily Creek Road
Louisville, KY 40243
Work Phone: (502) 690-6764(502) 690-6764
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Your Best Move, Inc.
Your Best Move, Inc.
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798 Portland Avenue
Bardstown, KY 40004
Work Phone: (502) 350-3900(502) 350-3900
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Plentiful Wealth, LLC
Plentiful Wealth, LLC
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125 South 6th Street
Louisville, KY 40202
Work Phone: (606) 775-0246(606) 775-0246
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Retirement Management Services, LLC
Retirement Management Services, LLC
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905 Lily Creek Road
Louisville, KY 40243
Work Phone: (502) 429-0767(502) 429-0767
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Somnio Capital Solutions
Somnio Capital Solutions
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421 Benjamin Lane
Louisville, KY 40222 4845
Work Phone: (502) 253-2961(502) 253-2961
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B F Capital, Inc.
B F Capital, Inc.
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333 East Main Street
Louisville, KY 40202
Work Phone: (502) 587-1860(502) 587-1860
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Farnsley Advisors
Farnsley Advisors
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4360 Brownsboro Road
Louisville, KY 40207
Work Phone: (502) 627-0918(502) 627-0918
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Meritrust Wealth Management
Meritrust Wealth Management
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10200 Forest Green Boulevard
Louisville, KY 40223
Work Phone: (502) 882-4600(502) 882-4600
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Monticello Banking Company
Monticello Banking Company
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9900 Ormsby Station Road
Louisville, KY 40223
Work Phone: (502) 308-0347(502) 308-0347
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Money Concepts Financial Services Center
Money Concepts Financial Services Center
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323 Townepark Circle
Louisville, KY 40243
Work Phone: (502) 429-0196(502) 429-0196
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Saling Wealth Advisors
Saling Wealth Advisors
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9750 Ormsby Station Road
Louisville, KY 40223
Work Phone: (502) 805-3000(502) 805-3000
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Slane Hill Capital Advisors
Slane Hill Capital Advisors
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6903 Chartwell Court
Louisville, KY 40241
Work Phone: (502) 649-3899(502) 649-3899
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Corporate Finance Associates
Corporate Finance Associates
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333 East Main Street
Louisville, KY 40202
Work Phone: (859) 963-2400(859) 963-2400
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Barnes Young Wealth Advisors
Barnes Young Wealth Advisors
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140 Whittington Parkway
Louisville, KY 40222
Work Phone: (502) 329-2112(502) 329-2112
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J.P. Morgan Private Bank
J.P. Morgan Private Bank
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10 South Dearborn Street
Chicago, IL 60603
Work Phone: (312) 732-3057(312) 732-3057
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Pillar Financial Advisors, LLC
Pillar Financial Advisors, LLC
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3046 Breckenridge Lane
Louisville, KY 40220
Work Phone: (502) 384-3890(502) 384-3890
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