Clay D. Watkins

LFG WEALTH PARTNERS

ELIZABETHTOWN, KY 42701

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CRD#: 6663418

Professional summary

Clay Daniel Watkins, CFP®, who also goes by Clay D Watkins, is a registered financial advisor currently at LFG WEALTH PARTNERS, LLC located in Elizabethtown, Kentucky.

Clay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Clay has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clay D Watkins

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.) LEGATO INSURANCE GROUP, INC. DBA LEGATO FINANCIAL GROUP, INC.; YES INVESTMENT RELATED; 2905 RING ROAD ELIZABETHTOWN, KY 42701; INSURANCESALES; SERVICE ADVISOR; START DATE 05/2022; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clay Daniel Watkins'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®

CFP^®

Certified Financial Planner

Start date: 2019

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

May 12, 2022 - September 20, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

LOUISVILLE, KY

Past

August 28, 2020 - November 5, 2021

FACET

RIA

CRD#: 285961

Louisville, KY

Past

October 18, 2019 - August 28, 2020

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

LOUISVILLE, KY

Past

October 18, 2019 - August 28, 2020

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

LOUISVILLE, KY

Past

July 3, 2017 - October 18, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

LOUISVILLE, KY

Past

March 15, 2017 - October 18, 2019

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

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 66

Date: 6/30/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/25/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2017

General Securities 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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Advisor Monitoring

Firm Stability Insights

Clay D. Watkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clay Daniel Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

LFG WEALTH PARTNERS, LLC

AE WEALTH MANAGEMENT, LLC

FACET

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

LFG WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2017

Series 7TO

Date: 7/25/2022

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2017

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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