Noah
Polk

Saling Wealth Advisors

CRD#6452602
Investment Advisor
in Louisville, KY

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About this Advisor

Noah Polk is a financial advisor based in Louisville, Kentucky, working with Saling Wealth Advisors. Noah has previously held positions at Hilliard Lyons, Cedar Lake, Jjb Hilliard Wl Lyons LLC, Robert W. Baird & Co. Inc, Lpl Financial, LLC, Kpp Advisory Services, LLC, Baird, Kentucky Planning Partners, Kentucky Baptist Convention, Facet Wealth, and Saling Wealth Advisors. Noah has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Noah is part of Saling Wealth Advisors, which operates out of Louisville, Kentucky. The firm has 11 employees and manages assets totaling $410.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Saling Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9750 Ormsby Station Road Suite 102
Louisville, KY 40223

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Saling Wealth Advisors Brokerage Details

Total Assets Under Management

$410,427,412

KY Average: $949,722,027
Total Number of Employees

11

KY Average: 35
Total Number of Accounts

822

KY Average: 1,296
Average Account Size

$499,303

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Noah Polk Work History

2022 - Present (3 years)

Saling Wealth Advisors

2021 - 2022 (1 year)

Facet Wealth

2021 - 2022 (1 year)

Facet Wealth

2020 - 2022 (2 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Kpp Advisory Services, LLC

2020 - 2021 (1 year)

Kentucky Planning Partners

2019 - 2020 (1 year)

Robert W. Baird & Co. Inc

2019 - 2020 (1 year)

Baird

2018 - 2019 (1 year)

Jjb Hilliard Wl Lyons LLC

2017 - 2018 (1 year)

Jjb Hilliard Wl Lyons LLC

2015 - 2019 (4 years)

Hilliard Lyons

2014 - 2015 (1 year)

Cedar Lake

2014 - 2021 (7 years)

Kentucky Baptist Convention

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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

Noah Polk
Louisville, KY
Christian Doyle
Louisville, KY
Jason Stuber
Louisville, KY
Jeffrey Gough
Louisville, KY
Tendai Charasika
Louisville, KY
Megan Leonard
Louisville, KY
Eric Saling
Louisville, KY
Amy Stuber
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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