First Kentucky Security Corp.

Stock & Bond Brokers, Banks, Financial Planners

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(502) 893-7288Call Visit WebsiteVisit Website Map & DirectionsDirections4360 Brownsboro RdLouisville, KY 40207 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:00 pm

First Kentucky Security Corp.

Tax Planning
Investment Planning & Solutions • Asset Allocation • Tax Planning & Efficiency • Executive Stock Option Management • Insurance Solutions • Income Planning • Estate Planning • Multi-Generational Planning • Social Security / Medicare Planning • Education Planning • Gifting / Charitable Contributions • Business Management and Accounting Services • Business Planning • Retirement Plan Services • Business Exit / Succession Planning • Municipal Bond Issuance, Underwriting & Trading

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BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: TollFree: (877) 890-7288
Other Link: https://firstky.com/connect/contact
Categories: Stock & Bond Brokers, Banks, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Phone: (502) 893-7288

Address: 4360 Brownsboro Rd, Louisville, KY 40207

Website: https://firstky.com/connect/contact

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First Kentucky Security Corp.

Tax Planning
Investment Planning & Solutions • Asset Allocation • Tax Planning & Efficiency • Executive Stock Option Management • Insurance Solutions • Income Planning • Estate Planning • Multi-Generational Planning • Social Security / Medicare Planning • Education Planning • Gifting / Charitable Contributions • Business Management and Accounting Services • Business Planning • Retirement Plan Services • Business Exit / Succession Planning • Municipal Bond Issuance, Underwriting & Trading
Charitable Giving

Investment Management
Today, Tyler specializes in comprehensive financial planning, income planning, legacy planning, investment management, and retirement plan optimization for small businesses. Adamant about serving the best interest of his clients at all times, Tyler is an Accredited Investment Fiduciary (AIF), holds his Series 7 and 66 securities licenses, Life/Health Insurance licenses, and is a FINRA Arbitrator. He brings integrity, honesty, and expertise to every client interaction and plan creation; and strives to build deep relationships with every individual and business he serves.
Mutual Funds
First Kentucky Securities provides a full array of personal investing services such as college funding, retirement planning, estate planning, fixed income solutions, mutual funds, insurance tax strategies, and more. We have all of the muscle of a major firm, with the personal service of a local boutique.
Bonds
Wealth Management
Current Wealth Management at First Kentucky Securities is here to help you plan for more. More of the life you want to live. More vacations, spontaneous adventures, and time with loved ones. Whatever your “more” happens to look like, our goal is to help you get it.

Accounting Services

Financial Planning
With a Certified Financial Planner™ practitioner in-house and over 70 years of combined investment experience, H2F Investments can provide comprehensive financial planning covering every aspect of your life.
Retirement Planning
The Kiper-O’Connor Wealth Management Team in Louisville provides clients with sound financial advice and a comprehensive planning strategy, including mutual funds, investments and retirement planning.
Long Term Care
Asset Management
Bill Fenwick is an Accredited Asset Management Specialist (AAMS) with extensive leadership and financial management experience. A University of Kentucky graduate and retired Marine Corps Major, he is also a former chairman of the Budget and Finance Committee of the Jefferson County Republican Party as well as its former Treasurer and lifetime member of the Marine Corps Reserve Officers Association. He has served as branch manager of local investment firms and now devotes his time to the individual needs of his clients. Mr. Fenwick joined First Kentucky Securities (along with his wife, Karen) in 2005.
College Funding
Mike brings over 38 years of business experience to his role of Vice President of Investments at First Kentucky Securities. With 15 years as a financial advisor, Mike offers a vast array of investment opportunities including college planning, fixed income solutions, retirement planning, estate planning, mutual funds and other timely investment ideas. A native of Louisville, Mike attended the University of Kentucky, where he earned his Bachelor of Arts in Communications. He continues his affiliation with the University through his involvement with the UK Alumni Association. Mike also serves as Class Agent for the 1968 graduating class of St. Xavier High School. Mike is married to his wife of 40 years, Betty. He has two children and three grandchildren.

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