John Bradley Stillwagon

Alexander Investment Services CO.

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Alexander Investment Services CO.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,242 clients

Average Client Portfolio

$516K average

Assets Under Management

$641.4M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

909 Lily Creek Road #101, Louisville, KY, 40243-2808

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Alexander Investment Services CO.

August 2016 - Present · 9 yrs 6 mos

Alexander Investment Services CO.

April 2012 - Present · 13 yrs 10 mos

Alexander Investment Services CO.Broker

April 2012 - Present · 13 yrs 10 mos

Previous Registrations

American Funds Distributors, INC.Broker

July 1998 - March 2012 · 13 yrs 8 mos

Putnam Mutual Funds CORP.Broker

April 1994 - April 1998 · 4 yrs

State Registrations13 states

CAFLGAILINKYNCOHPASCTNTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.