Lamkin Wealth Management

Description

Address: 901 Lily Creek Rd, Louisville, KY 40243 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (502) 690-6764Category: : : : Place name: : : : Website: Website: http://www.lamkinwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lamkin Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews

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Lamkin Wealth Management Employees

Employee
Years
Job
Industry
Taylor Wilkins Taylor Wilkins Louisville, Kentucky Details
Taylor Wilkins's Lamkin Wealth Management Experience January 2015 - August 2015
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek  August 2015 - Present
Lamkin Wealth Management   January 2015 - August 2015
Lamkin Wealth Management   March 2012 - December 2014
Kentucky Planning Partners   May 2010 - March 2012

Skills
Customer Service, Microsoft Office, PowerPoint, Facebook, Social Media, Social Networking

Education
University of Kentucky   2006 — 2011
Integrated Strategic Communications, Integrated Strategic Communications / Psychology Minor

Sarah Huelsman Sarah Huelsman Louisville, Kentucky Area Details
Sarah Huelsman's Lamkin Wealth Management Experience July 2014 - December 2014
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC  December 2014 - Present
Lamkin Wealth Management   July 2014 - December 2014
Old National Bank  April 2011 - June 2014
PNC Bank  May 2005 - April 2011

Skills
Leadership, Strategy, Small Business, Sales, Team Building, Customer Service, Finance, Credit, Coaching, Training, Team Leadership, Business Development, Networking, Marketing, Risk Management, Leadership Development, Branch Banking, Customer Satisfaction, Consumer Lending, Budgets, Commercial Banking, Managerial, Banking

Education
University of Louisville   2006 — 2008
MBA, Business

Centre College   2001 — 2005
BA, Economics

Hannah Lobdell Hannah Lobdell Louisville, Kentucky Details
Hannah Lobdell's Lamkin Wealth Management Experience June 2013 - October 2014
Job Leasing Associate at NTS Developments
Industry Marketing and Advertising
Experience
NTS Developments / Next Capital Group  May 2015 - Present
ABS Ambassador Bilingual School   October 2014 - May 2015
Lamkin Wealth Management   June 2013 - October 2014
Lane Of Roses   February 2013 - October 2014
Gatton College of Business   September 2011 - May 2013
Pi Beta Phi Sorority  August 2011 - May 2013
Makers Mark   May 2012 - August 2012
Student Government  December 2010 - May 2012
Pi Beta Phi Sorority  September 2010 - May 2012

Skills
Marketing, Social Media Marketing, Residential Leasing, Financial Operations, Event Planning, Leadership, Public Speaking, Marketing Communications, Event Management, Sales, Team Building, Public Relations, Social Networking, Finance, Financial Assistance, Residential Communities, Mentoring, Wealth Management..., Personal Finance, Blogging, Team Leadership, Eating Disorders, Christian Ministry, Health, Wellness, Qualtrics, Nutrition, Financial Statements, Faith, Christianity, Travel Photography, Ministry Leadership, Teaching, Teaching English as a..., Social Media, Travel, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Fundraising, Newsletters, Strategic Planning, Email Marketing

Education
University of Kentucky   2009 — 2013
Bachelor’s Degree, Finance, Marketing, 3.78

Sacred Heart Academy   2006 — 2009
3.5

Gary Smith, CFP® Gary Smith, CFP® Louisville, Kentucky Area Details
Gary Smith, CFP®'s Lamkin Wealth Management Experience February 2012 - July 2015
Job Senior Wealth Advisor
Industry Financial Services
Experience
Horizon Wealth Management, LLC   July 2015 - Present
Lamkin Wealth Management   February 2012 - July 2015
Fifth Third Securities  December 2009 - February 2012
NatCity Investments, Inc  December 2004 - December 2009

Skills
Wealth Management, Strategic Financial..., Retirement, Series 7, Series 63, Certified Financial..., Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Managment, Estate Planning, Equities, Investment Management, Fixed Income, Securities, Financial Advisory, Series 24

Education
University of Louisville   1991 — 1995
Bachelor of Science (BS), Finance, General

St. Xavier High School   1987 — 1990
Finance, General

Luke Hancock Luke Hancock Louisville, Kentucky Details
Luke Hancock's Lamkin Wealth Management Experience March 2015 - Present
Job Wealth advisor at Lamkin Wealth Management
Industry Financial Services
Experience
Lamkin Wealth Management   March 2015 - Present

Skills
Customer Service

Education
University of Louisville   2011 — 2014
Bachelors degree in Business, Marketing

Mark T. Lamkin Mark T. Lamkin Louisville, Kentucky Area Details
Mark T. Lamkin's Lamkin Wealth Management Experience January 2001 - Present
Job Owner, Lamkin Wealth Management
Industry Financial Services
Experience
Lamkin Wealth Management   January 2001 - Present
PNC Investments  September 1991 - December 2000

Education
University of Louisville   1987 — 1991
BA, Finance

Jonathan Upton, CFP® Jonathan Upton, CFP® Louisville, Kentucky Area Details
Jonathan Upton, CFP®'s Lamkin Wealth Management Experience July 2007 - Present
Job Financial Advisor and Investment Strategist at Lamkin Wealth Management, LPL Financial
Industry Financial Services
Experience
Lamkin Wealth Management   July 2007 - Present
National City Bank  June 2003 - July 2007

Skills
Portfolio Management, Investments, Financial Analysis, Wealth Management, Banking, Finance, Asset Management, Series 7, Mutual Funds, Financial Services, Analysis, Strategic Financial..., Series 63, Team Building, Customer Service, Asset Managment, Financial Modeling

Education
Transylvania University   1999 — 2003
BA, Finance

Eastern High School   1995 — 1999

Alex Harrington Alex Harrington Louisville, Kentucky Area Details
Alex Harrington's Lamkin Wealth Management Experience February 2006 - July 2007
Job Manager Financial Planning and Analysis at Southern Graphic Systems
Industry Printing
Experience
SGS International, Inc.   June 2014 - Present
Atria Senior Living Group  July 2011 - June 2014
RecoverCare LLC  August 2009 - June 2011
Medical Credit Bureau   July 2007 - June 2009
Lamkin Wealth Management   February 2006 - July 2007

Skills
Strategic Planning, Project Management, Data Management, Mining, Accounting, Analysis, Microsoft Excel, Forecasting, Managerial Finance, Financial Analysis, Process Improvement, Mergers & Acquisitions, Corporate Finance, Strategy, Cross-functional Team..., Business Planning, Valuation, Business Analysis, Due Diligence, Financial Modeling, Operations Management, Financial Reporting, Investments, Finance, Budgets, Strategic Financial..., Cash Flow, Financial Planning

Education
University of Louisville   2011 — 2013
Master of Business Administration

University of Louisville   2003 — 2007
BSBA, Finance

EHS

EHS

Carla Minahan Carla Minahan Louisville, Kentucky Area Details
Carla Minahan's Lamkin Wealth Management Experience November 2014 - Present
Job Investment Operations and Accounting Professional
Industry Investment Management
Experience
Lamkin Wealth Management   November 2014 - Present
PNC Wealth Management  March 2012 - April 2014
Cornerstone Techologies, LLC   August 2011 - March 2012
Valhalla Capital Partners   May 2006 - June 2009
Hilliard Lyons  May 2005 - May 2006
Invesco Ltd.  1999 - 2004

Skills
Microsoft Excel, Trading, Equities, Investments, Fixed Income, Structured Products, Teamwork, Mutual Funds, Bloomberg, Investment Management, Finance, Alternative Investments, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Microsoft Office, Customer Service

Education
Northern Virginia Community College   1994 — 1996
Associates, Applied Sciences

Indiana University Bloomington   1983 — 1984
Business Communications, Work toward general business degree