Steven Giacobbe
CRD Number: 2761892Current Firm: Accredited Wealth Management LLC
Compensation Model: Fee Only
Steve Giacobbe (CRD# 2761892) is a co-founder of Accredited Wealth Management, a Louisville KY based independent wealth management firm providing fee-only investment and financial planning services to individuals, families and business owners. Steve has 25 years of investment and financial planning experience and is a Certified Financial Planner (CFP®) and Chartered Financial Analyst. CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. CFA professionals must pass extensive exams and adhere to the CFA code of conduct. The CFA designation is considered the highest distinction in the investment management profession.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Accredited Wealth Management, LLC | Louisville, KY | May 2014 - Current | 9 |
Commonwealth Bank & Trust | Louisville, KY | Sep 2006 - May 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$259,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IN, KY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.