Jim Grise
Financial Planner @Key Financial Advisors Llc
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WORK HISTORY
Financial Planner @Key Financial Advisors Llc
Owensboro, KY, US
Key Financial Advisors LLC was formed to develop a fiduciary, holistic and fee-only financial and investment planning practice. Key Financial successfully registered as a Registered Investment Adviser (RIA) with the state of Kentucky in January 2018. Financial Planner is registered as an Investment Adviser Representative (IAR), completed CFP® exam in March 2015, life insurance licensing exam in January 2017, and NASAA Series 65 exam in June 2017. Even though Financial Planner currently holds a Kentucky life insurance license, he has chosen not to sell insurance or other financial products, but rather remain a fee-only financial planner.
EDUCATION
Western Kentucky University
Personal Financial Planning Certificate Program, Courses required to become a personal financial planner (Completed in May 2014)
Western Kentucky University
Bachelor of Science in Finance, Business Degree with an Emphasis in Corporate Finance
University of Louisville
Master of Business Administration (MBA), MBA with an Emphasis in Financial Management
ABOUT JIM GRISE
Financial Planner and Investment Adviser Representative (IAR) for Key Financial Advisors…
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