Wealth Management

At First Kentucky Wealth Management®, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs. Sit down with Logan Spencer today and let him help you get started on planning your future.

Overhead view on financial figures, stock market data and financial report in business investment office

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What investment tools does First Kentucky offer?

  • Stocks & Bonds
  • Tax Efficient Investments
  • Mutual Funds
  • Annuities
  • Insurance Products
  • Trust Services
  • Individual Retirement Accounts
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning & 529 Plans
  • Professional Asset Management
  • Financial & Estate Planning

Contact Logan to Get Started!

solid phone icon 270-460-8022  @ icon logan.spencer@lpl.com

Tools For Your Goals

Through our relationship with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

To learn more about these and other investment tools, contact our First Kentucky Wealth Management® Financial Consultant, Logan Spencer, at (270) 460-8022 or logan.spencer@lpl.com.

LPL Account Login

 

 


Not FDIC Insured
No Bank Guarantee
May Lose Value
Not Insured by any Federal Government Agency
Not a Deposit

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Kentucky Bank and First Kentucky Wealth Management are not registered broker/dealers nor affiliated with LPL Financial. LPL Financial Representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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