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Eric David Bunnell

CFP®
PRIVATE CLIENT SERVICES
LOUISVILLE, KY
·CRD# 2342202·33 years experience

Professional Summary

Eric David Bunnell, CFP® is a registered financial advisor currently at PRIVATE CLIENT SERVICES, LLC located in Louisville, Kentucky. Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Investment Planning
  • Comprehensive Financial Planning
  • Education Planning
  • Estate Planning
  • Employee and Employer Plan Benefits

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2001

Years of Experience

33 years in the financial services industry

Current & Past Employments

PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
BD
1. 2225 Lexington Road, Louisville, KY 402062. 2225 Lexington Rd, Louisville, KY 40206
November 30, 2001 - Present
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
BD
2225 Lexington Rd, Louisville, KY 40206
May 7, 2010 - Present
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Louisville, KY
August 12, 2003 - May 11, 2010
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
RIA
Louisville, KY
January 30, 2001 - August 15, 2003
1717 CAPITAL MANAGEMENT COMPANY·CRD# 4082
BD
Newark, DE
August 11, 2000 - August 15, 2003
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Minneapolis, MN
April 22, 1993 - August 14, 2000

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Current Firm

PC
PRIVATE CLIENT SERVICES, LLC

AFFIANCE FINANCIAL | WEALTHHYVE ADVISORS | US PLANNING GROUP | UDELL ASSOCIATES, LLC | SILVERLEAF WEALTH ADVISORY | PRIVATE CLIENT SERVICES, LLC | PCS ADVISORS | MCGILL FINANCIAL ENSEMBLE | MARION INVESTMENT ADVISORS | LINDLE HENNESSEY GROUP | KFG PRIVATE CLIENT SERVICES, LLC | KENTUCKY FINANCIAL GROUP | J&G FINANCIAL | IMPACT WEALTH GROUP | IARANN WEALTH | HERITAGE WEALTH GROUP | HAFELE INVESTMENTS | FIORI FINANCIAL | FINANCIAL CONSULTANTS GROUP | EVERGREEN STRATEGIC WEALTH | ENTHEOS FINANCIAL | DUNCAN AND HARDIN FINANCIAL | DUGAN FINANCIAL SERVICES | BURKE FINANCIAL SERVICES | BRIGHTLINE FINANCIAL | BLUE OCEAN GLOBAL WEALTH

CRD#: 120222 / SEC#: 801-71475, 8-68183
RIA
Registered Investment Advisory firm - SEC (5/25/2010 Approved)
Delaware
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/4/2010 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
New York
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (7/5/2018 Approved)
Ohio
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/9/2011 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2225 Lexington Rd., Louisville, KY 40206

Mailing Address

2225 Lexington Rd., Louisville, KY 40206

Phone Number

(502) 451-0600

Established

Kentucky since 02/05/2001

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

# of Employees

60

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

BROCHURE SUPPLEMENT FORM ADV2B STEVEN MILLS (3/14/2026)
FIRM WRAP FEE BROCHURE 03/13/2026 (3/14/2026)
FIRM BROCHURE 03/13/2026 (3/14/2026)
BROCHURE SUPPLEMENT FORM ADV 2B - EDWARD MARION (3/14/2026)

Direct owners and executive officers

NamePositionCRD#
KFG ENTERPRISES, INC.SHAREHOLDER—
PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUSTESOP TRUST—
GRAHAM, TIMOTHY DALEYPRESIDENT4461811
IRONSIDE, JULIA MEYERFINOP2441578
JOYNER, DAMON BRADLEYCHIEF EXECUTIVE OFFICER2157176
MILLS, STEVEN RICHARDCHIEF OPERATIONS OFFICER3133520
OSS, STEVEN MICHAELCHIEF FINANCIAL OFFICER4696804
SAMPSON, ERNEST AUBREYMANAGING MEMBER AND ESOP TRUSTEE2001651
TAYLOR-JONES, JOHN PHILIPCHIEF COMPLIANCE OFFICER2171620
WESCOTT, MARY ELIZABETHCHIEF ADMINISTRATION OFFICER4404797

Regulatory Assets Under Management

Total Number of Accounts

8,765

AUM (Assets Under Management)

$1,383,095,742

Disclosures

Regulatory Event

1

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE SALE OF NON-SECURITIES BASED INSURANCE PRODUCTS 2) LOUISVILLE SWIM ASSOCIATION LSA- ADMIN FOR 19 NEIGHBORHOOD SWIM TEAMS. 15014 GLENDOWER DR, LOUISVILLE, KY 40245. OFFICIALS CHAIR-CHAMPIONSHIP MEET REFEREE/BOARD MEMBER. MAY -9 HOURS/MO; JUNE 20 HOURS/MO, JULY - 20 HOURS/MO; 0 DURING TRADING HOURS. 3)TRUSTEE, FAMILY-RELATED TRUST, 3 HRS/MONTH, 0 DURING TRADING HRS. 4) DML Group LLC, 15014 Glendower Drive, Louisville, KY. Sole owner and manager, DBA. 5) REPRESENTATIVE PAYEE WITH SOCIAL SECURITY FOR A FAMILY MEMBER. A PAYEE'S MAIN DUTIES ARE TO USE THE BENEFITS TO PAY FOR THE CURRENT AND FUTURE NEEDS OF THE BENEFICIARY, AND MAKE AN ANNUAL REPORT TO SS. 2 HOURS/MO; 0 DURING TRADING HRS. 6) EVERGREEN STRATEGIC WEALTH. 2225 LEXINGTON ROAD, LOUISVILLE, KY 40206. IAR/RR DOING BUSINESS AS EVERGREEN STRATEGIC WEALTH. MARKETING NAME FOR OUR FINANCIAL ADVISORY BUSINESS. IAR/RR-PARTNER OF EVERGREEN STRATEGIC WEALTH. 160 HRS/MO; 160 DURING TRADING HRS.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PRIVATE CLIENT SERVICES, LLC

AFFIANCE FINANCIAL | WEALTHHYVE ADVISORS | US PLANNING GROUP | UDELL ASSOCIATES, LLC | SILVERLEAF WEALTH ADVISORY | PRIVATE CLIENT SERVICES, LLC | PCS ADVISORS | MCGILL FINANCIAL ENSEMBLE | MARION INVESTMENT ADVISORS | LINDLE HENNESSEY GROUP | KFG PRIVATE CLIENT SERVICES, LLC | KENTUCKY FINANCIAL GROUP | J&G FINANCIAL | IMPACT WEALTH GROUP | IARANN WEALTH | HERITAGE WEALTH GROUP | HAFELE INVESTMENTS | FIORI FINANCIAL | FINANCIAL CONSULTANTS GROUP | EVERGREEN STRATEGIC WEALTH | ENTHEOS FINANCIAL | DUNCAN AND HARDIN FINANCIAL | DUGAN FINANCIAL SERVICES | BURKE FINANCIAL SERVICES | BRIGHTLINE FINANCIAL | BLUE OCEAN GLOBAL WEALTH

CRD#: 120222 / SEC#: 801-71475, 8-68183
RIA
Registered Investment Advisory firm - SEC (5/25/2010 Approved)
Delaware
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (6/4/2010 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
New York
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
North Dakota
Registered Investment Advisory firm - SEC (7/5/2018 Approved)
Ohio
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/9/2011 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/7/2010)
RR
Colorado
(10/18/2018)
RR
Florida
(11/26/2013)
RR
Illinois
(10/16/2012)
RR
Indiana
(5/11/2010)
IAR
Kentucky
(12/20/2001)
RR
Kentucky
(5/11/2010)
RR
Michigan
(5/11/2011)
RR
Missouri
(10/10/2023)
RR
Ohio
(5/11/2010)
RR
Tennessee
(5/7/2010)
RR
Texas
(10/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1993About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Eric David Bunnell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Eric David Bunnell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Eric

  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Investment Planning
  • Comprehensive Financial Planning
  • Education Planning
  • Estate Planning
  • Employee and Employer Plan Benefits

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EB
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