Kylee B. Marcy

LFG WEALTH PARTNERS

ELIZABETHTOWN, KY 42701

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CRD#: 6136587

Professional summary

Kylee Brooke Marcy, who also goes by Kylee B Marcy, Kylee Marcy, is a registered financial advisor currently at LFG WEALTH PARTNERS, LLC located in Elizabethtown, Kentucky.

Kylee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kylee has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kylee B Marcy | Kylee Marcy

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.

KENTUCKY OPERA; NOT INVESTMENT RELATED; 708 MAGAZINE ST. LOUISVILLE, KY 40207; ARTS & OPERA; BOARD OF TRUSTEES MEMBER; FEBRUARY 2018; 4 HRS/MO; 0 HRS/MO DURING SECURITY TRADING HOURS. HELP WITH ARTS ORGANIZATION & PERFORMANCE DECISIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylee Brooke Marcy'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

June 27, 2024 - Present

LFG WEALTH PARTNERS, LLC

Office #1: 2905 Ring Road, Elizabethtown, KY 42701

RIA

CRD#: 331339

ELIZABETHTOWN, KY

Past

June 13, 2024 - June 26, 2024

LFG WEALTH PARTNERS, LLC

RIA

CRD#: 331339

ELIZABETHTOWN, KY

Past

September 1, 2022 - September 20, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Elizabethtown, KY

Past

July 7, 2017 - August 22, 2022

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

LOUISVILLE, KY

Past

July 7, 2017 - August 22, 2022

FIFTH THIRD SECURITIES, INC.

CRD#: 628

LOUISVILLE, KY

Past

April 26, 2016 - May 1, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

LOUISVILLE, KY

Past

April 15, 2016 - May 1, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

LOUISVILLE, KY

Past

February 18, 2014 - June 30, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LOUISVILLE, KY

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".

LFG WEALTH PARTNERS, LLC

LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA

Registered Investment Advisory firm - (5/31/2024 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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(6/27/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/18/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LFG WEALTH PARTNERS, LLC

LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

2905 Ring Road, Elizabethtown, KY 42701

Mailing Address

Phone number

(877) 573-2043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LFG PREMIER ADV PART 2A FIRM BROCHURE (7/28/2025)

LFG PREMIER WRAP FEE BROCHURE (7/28/2025)

LFG WEALTH PARTNERS, LLC ADV PART 2A FIRM BROCHURE (7/28/2025)

LFG WEALTH PARTNERS, LLC WRAP FEE BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 111,999,695

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.

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Kylee B. Marcy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kylee Brooke Marcy's CRS (Customer Relationship Summary).

Certified licenses

Experience

LFG WEALTH PARTNERS, LLC

AE WEALTH MANAGEMENT, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

LFG WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2016

Series 63

Date: 6/12/2014

SIE

Date: 10/1/2018

Series 6

Date: 2/18/2014

Current Firm

LFG WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LFG WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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