Brian Hartman, Cfp®

Brian Hartman, Cfp® Email and Phone Number

Financial Planner and Investment Advisor @ Ruby Financial Planning
Brian Hartman, Cfp®'s Location
Louisville, Kentucky, United States, United States
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.

Brian Hartman, Cfp®'s Current Company Details
Ruby Financial Planning

Ruby Financial Planning

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Financial Planner and Investment Advisor
Brian Hartman, Cfp® Work Experience Details
  • Ruby Financial Planning
    Owner
    Ruby Financial Planning Apr 2023 - Present
    Louisville, Kentucky, United States
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  • Osaic Fs
    Advisory Representative
    Osaic Fs May 2016 - Present
    10629 Henning Way, Suite 1, Louisville, Ky 40241
    Securities 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.
    View
  • Thoroughbred Financial
    Advisory & Planning Director
    Thoroughbred Financial Feb 2021 - Dec 2021
    Lexington, Kentucky, United States
    View
  • Thoroughbred Financial
    Business Development Director
    Thoroughbred Financial May 2016 - Feb 2021
    Lexington, Kentucky Area
    View
  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. Nov 2015 - Apr 2016
    Lexington, Ky
    View
  • Nancy Barron & Associates, Inc.
    Vice President And Coo
    Nancy Barron & Associates, Inc. Jun 1999 - Aug 2015
    Lexington, Ky
    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 operations at the firm.

Brian Hartman, Cfp® Education Details

Frequently Asked Questions about Brian Hartman, Cfp®

What company does Brian Hartman, Cfp® work for?

Brian Hartman, Cfp® works for Ruby Financial Planning

What is Brian Hartman, Cfp®'s role at the current company?

Brian Hartman, Cfp®'s current role is Financial Planner and Investment Advisor.

What schools did Brian Hartman, Cfp® attend?

Brian Hartman, Cfp® attended University Of Kentucky, Northwestern University.

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