Brent
Boden
Savvy
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About this Advisor
Brent Boden is a financial advisor based in Edgewood, Kentucky, working with Savvy. Brent has previously held positions at Cetera Advisors LLC, Bbtis, Bb&T, Ojm Group, Bb&T Securities, LLC, Ameriprise Financial Services Inc, Savvy Advisors, and Stock Yards Bank & Trust. Brent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, Brent is part of Savvy, which operates out of Edgewood, Kentucky. The firm has 10 offices and 12 employees. The firm manages assets totaling $401.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$401,296,753
12
1,218
$329,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brent Boden Work History
Savvy Advisors
Stock Yards Bank & Trust
Ameriprise Financial Services Inc
Bb&T
Bb&T Securities, LLC
Bbtis
Bb&T
Ojm Group
Cetera Advisors LLC
Disclosures
Please visit the SEC profile of Brent Boden 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 Savvy
West Chester, PA
New York, NY
Bellingham, WA
Charlotte, NC
Edgewood, KY
Del Mar, CA
New York, NY
Sergeant Bluff, IA
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