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Wealth Management

First Kentucky Wealth Management
First Kentucky 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.

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® Senior Financial Consultant, Jeremy Alexander, CFP® at (270) 251-4987 or jeremy.alexander@lpl.com.

LPL Account Login
Not FDIC Insured
No Bank Guarantee
May Lose Value

Not a Deposit
Not Insured by any Federal Government Agency
  

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 Jeremy!

Jeremy has a Masters in Education, received the Accredited Asset Management Specialist designation and is now a CERTIFIED FINANCIAL PLANNER™. Jeremy and his wife, Jill, were married in 2000 and have been blessed with two beautiful children. Jeremy is an active member of his church and loves teaching his middle school Sunday school class. Jeremy’s hobbies include taking family vacations, playing golf, reading, and rooting for his University of Kentucky Wildcats. Jeremy is also an active member of the Lion’s Club, Rotary Club and Chamber of Commerce.

Jeremy Alexander, CFP®

Senior Financial Consultant

270-251-4987

jeremy.alexander@lpl.com
Jeremy Alexander
www.finra.org
www.sipc.org
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.