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Alesia A. Mullis

CHURCHILL FINANCIAL ADVISORS
LOUISVILLE, KY 40222-4925
Some features on this profile are disabled
CRD#: 2808635
AM

Professional summary

Alesia Amelia Mullis, who also goes by Alesia Amelia Wykle, is a registered financial advisor currently at CHURCHILL FINANCIAL ADVISORS, LLC located in Louisville, Kentucky and CHURCHILL FINANCIAL, LLC located in Louisville, Kentucky.

Alesia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Alesia has worked at 3 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alesia Amelia Wykle

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.
Name: Churchill Financial Advisors, LLC; Investment Related: Yes; Address: 312 Whittington Parkway, Ste. 201, Louisville, KY 40222; Nature of business: Investment Management; Title/Position: President & CCO; Start date: 01/03/2025; Number of hours per month: 80; Number of hours per month during trading hours: 80; Duties: Compliance related activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alesia Amelia Mullis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2025 - Present

CHURCHILL FINANCIAL ADVISORS, LLC

Office #1: 312 Whittington Parkway Suite 201, Louisville, KY 40222-4925
RIA
CRD#: 333071
LOUISVILLE, KY
Current

June 11, 1999 - Present

CHURCHILL FINANCIAL, LLC

Office #1: 312 Whittington Parkway Suite 201, Louisville, KY 40222Office #2: 312 Whittington Parkway, Suite 201, Louisville, KY 40222
BD
CRD#: 39462
LOUISVILLE, KY
Past

September 28, 2010 - July 2, 2025

CHURCHILL FINANCIAL, LLC

RIA
CRD#: 39462
LOUISVILLE, KY
Past

November 26, 1996 - November 10, 1998

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH

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".
CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC

CRD#: 333071 / SEC#: 801-131738

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Alabama
(7/8/2025)
IAR
District of Columbia
(8/29/2025)
IAR
Indiana
(7/7/2025)
RR
Kentucky
(6/16/1999)
IAR
Kentucky
(1/23/2025)
IAR
Nebraska
(7/14/2025)
IAR
Ohio
(7/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/4/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/17/2000
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CF
CHURCHILL FINANCIAL ADVISORS, LLC
CHURCHILL FINANCIAL ADVISORS, LLC

CRD#: 333071 / SEC#: 801-131738

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information

Main Address
312 Whittington Parkway Suite 201, Louisville, KY 40222-4925
Mailing Address
Phone number
(502) 895-3535
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

202505_CFAWRAPFEEBROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts160
AUM (Assets Under Management)$ 243,773,036

Red Flags

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.

Company Information

CHURCHILL FINANCIAL ADVISORS, LLC

CRD#: 333071Louisville, KY 40222-4925

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Contact information

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