Advisor at Four Quarters Capital
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.
Firm
Four Quarters Capital
Location
Lexington, KY 40507
Credentials
Series 65
Industry experience
6 years
155 E Main St Suite 303
Lexington, KY 40507
Kentucky
Revive Ministries, Inc
2024 - Present (2 years)
Four Quarters Capital, LLC
2024 - Present (2 years)
High Knoll Wealth Advisors
2024 - Present (2 years)
Self Employed
2024 - Present (2 years)
Money Concepts Advisory Services
2023 - 2023 (1 year)
Mutual of Omaha Investment Services
2019 - 2023 (4 years)
Mutual of Omaha Insurance Company
2019 - 2023 (4 years)
Robert Half
2018 - 2019 (1 year)
One Commonwealth Financial
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Newcomb Oil Company
2016 - 2017 (1 year)
Lyft
2016 - 2016 (1 year)
Asbury University
2013 - 2016 (3 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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
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Moneywise, Inc.
CFP®
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Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
CFP®, Series 66
Lexington, KY
Crimson Oak Wealth Management, LLC
Series 65
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Blue Castle Wealth
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