Krista
Thompson
Winebrenner Capital Management LLC
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About this Advisor
Krista Thompson is a financial advisor operating out of Louisville, Kentucky with 2 years of relevant experience. Thompson is on the advisory team at Winebrenner Capital Management LLC. Over the course of their career, they have held roles at Winebrenner Capital Management LLC, University Of Louisville, Office Of The President, Victoria'S Secret, University Of Louisville College Of Business and University Of Louisville. Thompson has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Kentucky. Winebrenner Capital Management LLC is a firm that has its headquarters in Louisville, KY. It manages $192 million in total assets among its 951 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 951 client accounts, 19% are held by high-net-worth investors who have more than $1 million in assets. Winebrenner Capital Management LLC offers a few services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Winebrenner Capital Management LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Winebrenner Capital Management LLC Brokerage Details
$191,528,103
10
951
$201,397
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Krista Thompson Work History
Krista has been registered as a financial advisor for 2 years.*
Winebrenner Capital Management LLC
Winebrenner Capital Management LLC
University Of Louisville College Of Business
University Of Louisville, Office Of The President
Victoria'S Secret
University Of Louisville
*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 Krista Thompson 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 Winebrenner Capital Management LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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