Noah
Polk
Saling Wealth Advisors
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About this Advisor
Noah Polk is a certified financial planner working out of Louisville, Kentucky with a total of 1 year of relevant experience. Polk is an employee of Saling Wealth Advisors. Throughout their career, they have worked at Hilliard Lyons, Morehead State University, Kentucky Baptist Convention, Cedar Lake, Jjb Hilliard Wl Lyons LLC, Robert W. Baird & Co. Inc, Lpl Financial, LLC, Kpp Advisory Services, LLC, Baird, Kentucky Planning Partners, Facet Wealth and Saling Wealth Advisors. Polk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kentucky. Saling Wealth Advisors is an advisory company based in Louisville, KY. It oversees $363 million in assets under management across its 763 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 763 customer accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees for financial management largely depend on the type of services offered. However, fee types billed by Saling Wealth Advisors most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saling Wealth Advisors Brokerage Details
$362,719,809
11
763
$475,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Noah Polk Work History
Noah has been registered as a financial advisor for 1 years.*
Saling Wealth Advisors
Facet Wealth
Facet Wealth
Lpl Financial, LLC
Kpp Advisory Services, LLC
Kentucky Planning Partners
Robert W. Baird & Co. Inc
Baird
Jjb Hilliard Wl Lyons LLC
Jjb Hilliard Wl Lyons LLC
Hilliard Lyons
Kentucky Baptist Convention
Cedar Lake
Kentucky Baptist Convention
Morehead State 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 Noah Polk 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 Saling Wealth Advisors
Louisville, KY
Louisville, 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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