Cameron Wisley
Advisor at J. Hagan Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at J. Hagan Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Louisville, KY 40222
Credentials
Series 66
Industry experience
7 years
Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, and Ameriprise Financial Services. J. Hagan Capital provides investment advisory and planning services to individual and high-net-worth clients, as well as trusts and estates, offering customized portfolio management, financial and tax planning, and estate-planning support. The firm constructs tailored portfolios using a combination of traditional and alternative investments, employing fundamental, quantitative, and technical analysis with ongoing monitoring and discretionary trading when authorized.
Based on J. Hagan Capital, Inc.
Based on J. Hagan Capital, Inc.
Fixed fee financial planning engagements based on expected hours; specific amounts negotiated in advance.
Up to 1.50% annually (maximum fee); fees vary based on size, complexity, activity, and may be negotiable/waived.
Insurance products commissions from sales by licensed IARs, separate from advisory fees.
Financial planning services hourly rate of $350 per hour.
Account minimum: $500,000 Fee-only: Financial planning billed at $350 per hour or fixed fee per engagement; tax planning fees range from $20,000 to $70,000; estate planning tool fees up to $2,500 (investment clients) or $4,000 (estate planning only clients).
8311 Shelbyville Road
Louisville, KY 40222
Kentucky
J. Hagan Capital
2024 - Present (2 years)
Strategic Wealth Investment Group, LLC
2021 - 2024 (3 years)
Strategic Wealth Designers
2021 - 2024 (3 years)
N/a
2020 - 2020 (1 year)
Ameriprise Financial Services, inc.
2017 - 2020 (3 years)
WestPoint Financial Group
2017 - 2017 (1 year)
Wagoner's Painting
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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