Owner
Current
Apr 2023 - Present
AeroLeads people directory · profile
Brian Hartman, Cfp® Email & Phone Number
Financial Planner and Investment Advisor
at
Ruby Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner and Investment Advisor
Location
Louisville, Kentucky, United States
Who is Brian Hartman, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Hartman, Cfp® is listed as Financial Planner and Investment Advisor at Ruby Financial Planning, based in Louisville, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Brian Hartman, Cfp®.
Brian Hartman, Cfp® previously worked as Owner at Ruby Financial Planning and Advisory Representative at Osaic Fs. Brian Hartman, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Kentucky.
Company email context
Email format at Ruby Financial Planning
This section adds company-level context without repeating Brian Hartman, Cfp®'s masked contact details.
Ruby Financial Planning
Review company-level records connected to Brian Hartman, Cfp® before choosing the right outreach path.
Profile bio
About Brian Hartman, Cfp®
Almost 25 years ago I passed my Series 7 and I haven't looked back. I have been working with clients and managing other advisors at both a 7 person independent broker dealer and a Fortune 200 IBD/RIA. Now my focus is full time on my clients and any other individuals or families who need a partner to help with their financial plans, investments and insurance. I'm beyond fortunate and excited to take over for a pioneer in the state of Kentucky when it comes to financial planning, Jane B. Smith; and recently renamed the firm Ruby Financial Planning.
Current workplace
Brian Hartman, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Brian Hartman, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisory Representative
CurrentSecurities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
May 2016 - Present
Advisory & Planning Director
Feb 2021 - Dec 2021
Business Development Director
May 2016 - Feb 2021
Private Client Banker
Nov 2015 - Apr 2016
Vice President And Coo
Nancy Barron & Associates, Inc.
Primarily functioned as a registered rep serving individual clients while part of a team of brokers. After obtaining my Series 24 I became the broker dealer's Chief Compliance Officer and Anti-Money Laundering officer. The BD utilized National Financial Services brokerage platform my entire tenure, enabling me to support nearly every aspect of day to day.
Jun 1999 - Aug 2015
2 education records
Brian Hartman, Cfp® education
Bachelor Of Business Administration (B.B.A.), Finance
Cfp Certificate, Certified Financial Planner Certificate Program
FAQ
Frequently asked questions about Brian Hartman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brian Hartman, Cfp® work for?
Brian Hartman, Cfp® works for Ruby Financial Planning.
What is Brian Hartman, Cfp®'s role at Ruby Financial Planning?
Brian Hartman, Cfp® is listed as Financial Planner and Investment Advisor at Ruby Financial Planning.
Where is Brian Hartman, Cfp® based?
Brian Hartman, Cfp® is based in Louisville, Kentucky, United States while working with Ruby Financial Planning.
What companies has Brian Hartman, Cfp® worked for?
Brian Hartman, Cfp® has worked for Ruby Financial Planning, Osaic Fs, Thoroughbred Financial, Jpmorgan Chase & Co., and Nancy Barron & Associates, Inc..
How can I contact Brian Hartman, Cfp®?
You can use AeroLeads to view verified contact signals for Brian Hartman, Cfp® at Ruby Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Brian Hartman, Cfp® attend?
Brian Hartman, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Kentucky.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial