Larry Bowen

Advisor at Edward Jones

Updated today

Location

Campbellsville, KY 42718

Credentials

Series 63, Series 66

Industry experience

26 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

303 East Main Street

Campbellsville, KY 42718

Most active in

Kentucky · Texas

Work history

Edward Jones

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Quentin K

Series 65

Campbellsville, KY

R.D. Smothers Wealth Management

Quentin Knifley is a financial advisor at R.D. Smothers Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Taylor County Tire Sales for 13 years. Outside of advisory work, he owns and manages rental property in Campbellsville, KY. R.D. Smothers Wealth Management provides portfolio management and financial planning primarily for individual clients, utilizing a range of investment strategies and offering access to third-party managers and model portfolios. The firm develops customized financial profiles and investment plans tailored to client goals and risk tolerance.

Cash flow / budgeting Active portfolio management Founder/Business Owner Retired
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Roger S

Series 66

Campbellsville, KY

R.D. Smothers Wealth Management

Roger Smothers Jr. is a financial advisor at R.D. Smothers Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he serves as Chapter President of the Cumberland Chapter of the American Financial Education Alliance, where he speaks at educational seminars on taxes and Social Security. R.D. Smothers Wealth Management offers discretionary and non-discretionary portfolio management and financial planning primarily for individual clients. The firm employs a range of investment strategies and tools, combining fundamental and technical analysis with modern portfolio theory, and provides access to third-party money managers and model portfolios.

Cash flow / budgeting Active portfolio management Founder/Business Owner Retired
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Walter J

Series 65

Campbellsville, KY

Transamerica Financial Advisors

Walter Jones is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at First Savings Bank and Magnolia Bank. He is also involved in the sale of insurance and annuity products through affiliated companies. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner

Aaron S

Series 66

Campbellsville, KY

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Inheritance planning
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Micah P

Series 63, Series 66

Campbellsville, KY

Edward Jones

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Sarah H

Series 66

Campbellsville, KY

Edward Jones

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