Advisor at LPL Enterprise
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
Owingsville, KY 40360
Credentials
Series 63, Series 65
Industry experience
6 years
Robert Becker Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Prudential Insurance Company of America. Outside of advisory work, he is a notary and operates Redeeming Time Wealth Management LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through a large network of investment adviser representatives.
Based on LPL Enterprise
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
42 Brendan St
Owingsville, KY 40360
Kentucky
LPL Enterprise
2024 - Present (2 years)
The Prudential Insurance Company of America
2024 - Present (2 years)
Pruco Securities LLc
2024 - 2024 (1 year)
Transamerica Financial Advisors, Inc
2019 - 2024 (5 years)
United Financial Services
2012 - 2024 (12 years)
TRANSAMERICA Agency Network
2012 - 2024 (12 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Mt. Sterling, KY
Townsend Financial Planning
Melody Townsend is a CFP® professional with 15 years of experience, currently serving as an advisor at Townsend Financial Planning since 2006. She is the managing member of Mountain Sage Holdings, LLC, a commercial property management business in Mt. Sterling, Kentucky. Townsend Financial Planning is an SEC-registered, fee-only fiduciary firm that provides financial planning and investment management services to individuals, families, and small businesses. The firm employs a long-term, buy-and-hold investment strategy using diversified, low-cost mutual funds and ETFs, and offers a range of engagement types including trustee services and retirement-plan consulting.
Series 65
Mt. Sterling, KY
Townsend Financial Planning
Jeremiah Creech is a financial advisor at Townsend Financial Planning with a Series 65 designation and two years of industry experience. Prior to joining Townsend in 2022, he worked at Citizens Guaranty Bank and Kentucky Auto Parts and Service. Townsend Financial Planning is an SEC-registered, fee-only fiduciary that serves individuals, families, and small-business clients with financial planning and investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds and ETFs, and emphasizes client education and outreach through newsletters, seminars, and workshops.
CFP®, Series 65
Mt. Sterling, KY
Townsend Financial Planning
Harrison Bailey is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Townsend Financial Planning since 2016, following a brief tenure at Springleaf Financial and a period at Morehead State University. Townsend Financial Planning is an SEC-registered, fee-only fiduciary serving individuals, families, and small businesses with financial planning and wealth management services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost mutual funds and ETFs tailored to client objectives.
ChFC®, Series 66
Mt Sterling, KY
Edward Jones
Series 66
Mt Sterling, KY
Edward Jones
Series 63, Series 66
Mt Sterling, KY
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
