Christopher
Vaughn
Family Wealth Planning Partners
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About this Advisor
Christopher Vaughn is a financial advisor based out of Louisville, Kentucky who has 1 year of industry experience. Vaughn currently works for Family Wealth Planning Partners. Over the course of their career, they have held roles at First Investors Corporation, Strayer University, Foresters Financial, Thrivent Investment Managment Inc, Thrivent Financial, Ifp Securities, LLC, Independent Financial Partners and Family Wealth Planning Partners. Vaughn maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Indiana and Kentucky. Family Wealth Planning Partners is a registered investment company headquartered in Louisville, KY. It administers $142 million in assets under management between its 925 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 925 client accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. Family Wealth Planning Partners provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on the type of services provided. However, fee types billed by Family Wealth Planning Partners likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Wealth Planning Partners Brokerage Details
$142,330,000
4
925
$153,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Vaughn Work History
Christopher has been registered as a financial advisor for 1 years.*
Family Wealth Planning Partners
Ifp Securities, LLC
Independent Financial Partners
Thrivent Investment Managment Inc
Thrivent Financial
Thrivent Financial
Foresters Financial
First Investors Corporation
Strayer University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Vaughn 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 Family Wealth Planning Partners
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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