gw
Graeter Wealth Advisors, LLC
SEC-regulated
Registered investment advisor
Graeter Wealth Advisors, LLC, led by Drew Graeter, offers personalized financial advisory services from their office in Louisville, KY. Mr. Graeter holds a Bachelor's degree in Economics from Murray State University and has over two decades of experience in the financial industry. Since March 2014, he has been the Managing Member and Investment Adviser Representative at Graeter Wealth Advisors, LLC. Prior to that, he held various roles at Central Bank & Trust Company, Raymond James Financial Services, Inc., and Hilliard Lyons Asset Management.
Drew Graeter holds Series 7 and Series 66 licenses and has a clean disciplinary record with no material legal or disciplinary events. He does not engage in any outside business activities and does not receive additional compensation beyond his regular salary. His activities are supervised by Spencer Graeter, the Chief Compliance Officer, to ensure compliance with the firm's Code of Ethics.
As a State-Registered Adviser, Mr. Graeter has not been involved in any arbitration claims or civil proceedings exceeding $2,500. Clients can find more information about Mr. Graeter on the SEC's website. For inquiries or to request a copy of the firm's brochure, clients can contact Spencer Graeter at (502) 625-1996.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting