Michael
Hanlein
Alexander Investment Services Co
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About this Advisor
Michael Hanlein is a financial advisor who works out of Louisville, Kentucky with 6 years of relevant experience. Hanlein is an advisor for Alexander Investment Services Co. Throughout their career, Hanlein has worked at Alexander Investment Services Co and The Forum At Brookside. Hanlein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana and Kentucky. Alexander Investment Services Co is a business operating out of Louisville, KY. The investment advisory business has a total of 13 advisors. It administers $513 million in assets under management across its 1,160 accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,160 customer accounts, just 8% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules vary depending on the services offered. However, fee types charged by Alexander Investment Services Co likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alexander Investment Services Co Brokerage Details
$512,777,197
13
1,160
$442,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Hanlein Work History
Michael has been registered as a financial advisor for 6 years.*
Alexander Investment Services Co
The Forum At Brookside
*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 Michael Hanlein 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 Alexander Investment Services Co
Louisville, KY
Harlan, KY
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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