Andrew T. Sloan

BLUEGRASS FINANCIAL PLANNING

LOUISVILLE, KY 40207

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CRD#: 6273225

Professional summary

Andrew T Sloan, AIF®, CFP® is a registered financial advisor currently at BLUEGRASS FINANCIAL PLANNING, LLC located in Louisville, Kentucky.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Tax Planning

Do you have an area of expertise or specialization?

Hourly

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

Part time field hockey coach at Christian Academy of Louisville. Does not require any time during market hours. 5 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew T Sloan's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 27, 2014 - Present

BLUEGRASS FINANCIAL PLANNING, LLC

Office #1: 4350 Brownsboro Road Suite 110, Louisville, KY 40207

RIA

CRD#: 169515

LOUISVILLE, KY

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

Indiana
(5/31/2019)

IAR

Kentucky
(3/27/2014)

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: 1/30/2014

Uniform Investment Adviser Law Examination

Current Firm

BLUEGRASS FINANCIAL PLANNING, LLC

CRD#: 169515 / SEC#:

Indiana

Registered Investment Advisory firm - (5/31/2019 Approved)

Kentucky

Registered Investment Advisory firm - (3/27/2014 Approved)

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Contact information

Main Address

4350 Brownsboro Road Suite 110, Louisville, KY 40207

Mailing Address

Phone number

(502) 873-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 56,174,531

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.

Contact information

(xxx) xxx-xxxx

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Andrew T. Sloan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew T Sloan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEGRASS FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2014

Current Firm

BLUEGRASS FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEGRASS FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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