Beau
Handy
Dmlo Wealth Planning, LLC
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About this Advisor
Beau Handy is a financial advisor based in Louisville, Kentucky, working with Dmlo Wealth Planning, LLC. Beau has previously held positions at Money Concepts Capital Corp, Guidance Capital, Inc, Private Client Services, LLC, Dynamic Market Advantage, LLC, Money Concepts Advisory Service, and Dmlo Wealth Planning, LLC. Beau has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Beau is part of Dmlo Wealth Planning, LLC, which operates out of Louisville, Kentucky. The firm has 3 offices and 12 employees. The firm manages assets totaling $14.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dmlo Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dmlo Wealth Planning, LLC Brokerage Details
$14,224,971
12
60
$237,083
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Beau Handy Work History
Guidance Capital, Inc
Private Client Services, LLC
Dynamic Market Advantage, LLC
Dmlo Wealth Planing, LLC
Money Concepts Capital Corp
Money Concepts Advisory Service
Disclosures
Please visit the SEC profile of Beau Handy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dmlo Wealth Planning, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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