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Designations / CFA charterholders

CFA charterholders in Kentucky

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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66 advisors

Robert W. Baird & Co.
45yrs
James Allen
Financial advisor
500 West Jefferson St.
Louisville, KY 40202
Top 1% by experience in Kentucky
CFA
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Todd Asset Management
39yrs
John White
Financial advisor
101 South 5th Street Suite 3160
Louisville, KY 40202
Top 4% by experience in Kentucky
CFAFiduciary
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Stifel, Nicolaus & Company
39yrs
Philip Meisel
Financial advisor
600 North Hurstbourne Parkway Suite 100
Louisville, KY 40222
Top 4% by experience in Kentucky
CFAFiduciary
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Atlas Brown
36yrs
William Hancock, III
Financial advisor
333 East Main Street Suite 400
Louisville, KY 40202
Top 6% by experience in Kentucky
CFAFiduciary
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Todd Asset Management
35yrs
Curtiss Scott
Financial advisor
101 South 5th Street Suite 3160
Louisville, KY 40202
Top 6% by experience in Kentucky
CFAFiduciary
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Wells Fargo Advisors
35yrs
William Mullins
Financial advisor
100 W. Main St Suite 800
Lexington, KY 40507
Top 7% by experience in Kentucky
CFAFiduciary
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Canopus Wealth Management
34yrs
Stephen Collins
Financial advisor
9900 Corporate Campus Drive Suite 2100
Louisville, KY 40223
Top 7% by experience in Kentucky
CFAFiduciary
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Renaissance Investment Management
33yrs
Andy Eng
Financial advisor
50 E. Rivercenter Blvd. Suite 1200
Covington, KY 41011
Top advisor by experience at Renaissance Investment Management
CFA
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Renaissance Investment Management
33yrs
Curtis Ludwick
Financial advisor
50 E. Rivercenter Blvd. Suite 1200
Covington, KY 41011
Top 2% by experience in Covington
CFA
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Renaissance Investment Management
33yrs
Michael Schroer
Financial advisor
50 E. Rivercenter Blvd. Suite 1200
Covington, KY 41011
Top 2% by experience in Covington
CFAFiduciary
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Robert W. Baird & Co.
32yrs
Andrew Means
Financial advisor
500 West Jefferson St.
Louisville, KY 40202
Top 10% by experience in Kentucky
CFA
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Almanack Investment Partners
32yrs
Eugene Stone
Financial advisor
Prospect, KY
Top 10% by experience in Kentucky
CFAFiduciary
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Robert W. Baird & Co.
32yrs
James Jefferson
Financial advisor
2413 Ring Rd Suite 117
Elizabethtown, KY 42701
Top 9% by experience in Elizabethtown
CFAFiduciary
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Raymond James & Associates
31yrs
Anthony Semak
Financial advisor
4969 US Hwy 42 Suite 1600
Louisville, KY 40222
Top 12% by experience in Kentucky
CFAFiduciary
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MCF Advisors
30yrs
Steven Giacobbe
Financial advisor
333 West Vine Street 12th Floor
Lexington, KY 40507
Top 12% by experience at MCF Advisors
CFACFP®Fiduciary
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Pillar Financial Advisors
30yrs
Gregory Curry
Financial advisor
3046 Breckenridge Lane Suite 104
Louisville, KY 40220
Top 13% by experience in Kentucky
CFACPA/PFSFiduciary
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Robert W. Baird & Co.
30yrs
Sam Ellington
Financial advisor
500 West Jefferson St.
Louisville, KY 40202
Top 13% by experience in Kentucky
CFAFiduciary
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Pillar Financial Advisors
30yrs
Ben Allison
Financial advisor
3046 Breckenridge Lane Suite 104
Louisville, KY 40220
Top 14% by experience in Kentucky
CFAFiduciaryFee-only firm
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Robert W. Baird & Co.
28yrs
Derek Bonifer
Financial advisor
500 West Jefferson St.
Louisville, KY 40202
Top 16% by experience in Kentucky
CFA
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Raymond James & Associates
28yrs
Robert Cregor
Financial advisor
4969 US Hwy 42 Suite 1600
Louisville, KY 40222
Top 18% by experience in Kentucky
CFAFiduciary
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Saling Wealth Advisors
26yrs
Jason Stuber
Financial advisor
9750 Ormsby Station Road Suite 102
Louisville, KY 40223
Top advisor by experience at Saling Wealth Advisors
CFAFiduciary
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Bartlett & Co. Wealth Management
26yrs
Steven Naiser
Financial advisor
4350 Brownsboro Rd Suite 120
Louisville, KY 40207
Top 23% by experience in Kentucky
CFAFiduciary
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