Advisors at this firm
Matthew O
Series 65
Brentwood, TN
Provident Wealth Management, LLC
Matthew O'Connor is a financial advisor at Provident Wealth Management, LLC, holding a Series 65 designation with three years of industry experience. His prior work history includes roles at a finance startup, Virtue Capital Management, UBS, and State Street. Provident Wealth Management serves individuals, corporations, and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and offers both discretionary and non-discretionary portfolio management, with services that include tax and estate planning consulting.
Paul H
Series 65
Brentwood, TN
Provident Wealth Management, LLC
Paul Hayden is a financial advisor at Provident Wealth Management, LLC in Brentwood, TN, holding a Series 65 designation with five years of industry experience. He previously worked at Ameriprise from 2019 to 2021 and was involved with Hayden Energy from 2007 to 2019. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple analysis methods and offers both discretionary and non-discretionary management, with a client base that includes high net worth individuals.
Robert L
Series 63, Series 65
Colorado Springs, CO
Provident Wealth Management, LLC
Robert Lentz Jr. is a financial advisor with Provident Wealth Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Provident Wealth Management since 2009. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, as well as corporations and other business entities, managing approximately $696.6 million in discretionary assets. The firm employs multiple methods of analysis and may use both long- and short-term trading strategies, offering ongoing discretionary and non-discretionary management alongside non-investment consulting on tax and estate planning matters.
Andrew K
Series 65
Brentwood, TN
Provident Wealth Management, LLC
Andrew Knell is a financial advisor at Provident Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Provident Wealth Management since 2017. Prior to that, he was associated with One Trusted Advisor Attorneys and Lipscomb University. Provident Wealth Management provides portfolio management and investment advisory services to individuals, including high net worth clients, corporations, and other business entities. The firm manages approximately $696.6 million in discretionary assets and employs a range of analytical methods, including fundamental, technical, and cyclical analysis, to support both long- and short-term trading strategies tailored to client objectives.
Keith M
Series 65
Brentwood, TN
Provident Wealth Management, LLC
Keith McKissock is a Series 65-licensed financial advisor with Provident Wealth Management, LLC, bringing 20 years of industry experience. He also serves as an attorney specializing in estate planning and estate administration through Provident Wealth Attorneys, PLLC. McKissock has been affiliated with Provident Wealth Management since 2005 and Provident Wealth Attorneys since 2007. Provident Wealth Management provides portfolio management and investment advisory services to individuals, corporations, and other entities, overseeing approximately $696.6 million in discretionary assets. The firm employs multiple analytical methods and offers both discretionary and non-discretionary management, incorporating mutual funds, ETFs, and periodic portfolio rebalancing.