Advisors at this firm
Leo H
Series 63
Louisville, KY
Alexander Investment Services Co.
Leo Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has been with Alexander Investment Services Co. since 1993. Outside of his advisory role, he serves on the board of Freedom Lake Ministries, which operates a mentorship program for men transitioning from incarceration. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular reviews tailored to client objectives and risk tolerance.
Gerald W
Series 63
Louisville, KY
Alexander Investment Services Co.
Gerald Wells is a financial advisor at Alexander Investment Services Co. in Louisville, KY, with 44 years of industry experience. He has been with Alexander Investment Services since 1983 and holds a Series 63 designation. Outside of his advisory role, he is involved as a shareholder and director in several non-securities-related businesses, including a Papa John's Pizza franchise and a golf club. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and client-directed asset control.
Richard F
Series 63
Harlan, KY
Alexander Investment Services Co.
Richard Fox is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding a Series 63 designation and 42 years of industry experience. He has been with Alexander Investment Services Co. since 1984. Outside of his advisory role, he is a minority shareholder in a small real estate investment company, Roy's Boys, LLC. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activities with advisory services, emphasizing personalized investment agreements and regular client reviews.
Drew A
Series 63, Series 65
Harlan, KY
Alexander Investment Services Co.
Drew Adams is a financial advisor with Alexander Investment Services Co. in Harlan, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Alexander Investment Services Co. since 2010. Outside of his advisory role, Adams serves as a board member for the Harlan County Economic Development Authority and Camp Blanton, a former Boy Scout camp. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular client reviews, with a focus on client objectives and risk tolerance.
John S
Series 63, Series 65
Fisherville, KY
Alexander Investment Services Co.
John Stillwagon is a financial advisor with Alexander Investment Services Co. in Fisherville, KY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activity and municipal-securities capabilities alongside its advisory business, emphasizing personalized investment advisory agreements and client-driven allocation decisions.
Robert M
Series 66
Louisville, KY
Alexander Investment Services Co.
Robert Meek is a financial advisor at Alexander Investment Services Co. with eight years of industry experience and a Series 66 designation. He has been involved in his own technology consulting business since 2001. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activities and municipal-securities capabilities alongside its advisory business, emphasizing personalized investment advisory agreements and regular client reviews.
Michael H
Series 66
Louisville, KY
Alexander Investment Services Co.
Michael Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY, holding a Series 66 designation and nine years of industry experience. He has worked at Alexander Investment Services Co. since 2016 and previously spent six years at The Forum at Brookside. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activity with advisory services, emphasizing personalized investment agreements and regular reviews tailored to client objectives and risk tolerance.
Ancil C
Series 63, Series 65
Williamsburg, KY
Alexander Investment Services Co.
Ancil Collett is a financial advisor with Alexander Investment Services Co. in Williamsburg, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Alexander Investment Services since 2006 and has operated his own independent CPA practice since 1978. Outside of his advisory work, Collett serves as a volunteer treasurer for First Baptist Church in Williamsburg and as a director for Highland Cemetery, both non-investment-related roles. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a combination of registered investment advisory and broker-dealer services, emphasizing personalized investment agreements and regular client reviews.
John F
CFP®, Series 63, Series 65
Fisherville, KY
Alexander Investment Services Co.
John Frymire is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Alexander Investment Services Co. since 2009. Outside of his advisory role, he is a minority shareholder in a small real estate investment company. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm integrates registered broker-dealer activities and municipal-securities capabilities with its advisory services, managing approximately $579 million in assets across about 1,300 clients.
Thomas W
Series 63
Louisville, KY
Alexander Investment Services Co.
Thomas Wilson is a financial advisor at Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation with 40 years of industry experience. He has been with Alexander Investment Services Co. for 39 years. Outside of his advisory role, he serves as trustee for the Francis Masser Charitable Trust, which provides ongoing support to designated charities. Alexander Investment Services Company offers investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activities with advisory services, emphasizing personalized investment agreements and regular client reviews.