Richard
Hazelbaker

Western Wealth Management LLC

CRD#5464560
Investment Advisor
in Louisville, KY

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About this Advisor

Richard Hazelbaker is a financial advisor based in Louisville, Kentucky, working with Western Wealth Management LLC. Richard has previously held positions at R. Keith Hazelbaker Enterprises, Inc, Mah Investment Management LLC, Neidiger Tucker Bruner Inc, and Western Wealth Management. Richard is registered to provide services in Kentucky. Currently, Richard is part of Western Wealth Management LLC, which operates out of Louisville, Kentucky. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4500 Bowling Blvd., #100
Louisville, KY 40207

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,250,103,126

KY Average: $2,349,664,866
Total Number of Employees

112

KY Average: 28
Total Number of Accounts

13,833

KY Average: 1,101
Average Account Size

$234,953

KY Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Hazelbaker Work History

2019 - Present (5 years)

Western Wealth Management

1999 - Present (25 years)

R. Keith Hazelbaker Enterprises, Inc

2015 - 2019 (4 years)

Neidiger Tucker Bruner Inc

2012 - 2016 (4 years)

Mah Investment Management LLC

Disclosures

Please visit the SEC profile of Richard Hazelbaker 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 Western Wealth Management LLC

Krista Kirby
Conifer, CO
Rebecca Ruane
Johnstown, CO
Ronald Vermillion
Elizabeth, CO
David Connelly
Englewood, CO
Michael Schumar
Denver, CO
Amy Bouchie
Evansville, IN
Benjamen Rothwell
Neskowin, OR
Christopher Eaton
Golden, CO

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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