GW
GW

Gerald Andrew Wells

44 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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
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Location

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

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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.

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Other Business ActivitiesSells Insurance

Gerald is involved in several business activities, including owning a Papa John's franchise, serving as a director for a holding company that offers health insurance, and holding ownership interests in a golf club. He also dedicates about 60 hours per month to various real estate development and property rental ventures.

Employment History
Current Registrations
Alexander Investment Services CO.
April 2022 - Present · 3 yrs 10 mos
Alexander Investment Services CO.Broker
April 1983 - Present · 42 yrs 10 mos
Previous Registrations
Thomson Mckinnon Securities INC.Broker
March 1981 - April 1983 · 2 yrs 1 mo
State Registrations1 state
KY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.