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Michael Louis Simon

ALPHAMARK ADVISORS, LLC·FT. WRIGHT, Kentucky
Clean record26 years registeredALPHAMARK ADVISORS, LLC
810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FT. WRIGHT, KY 41011CRD# 4365604Firm CRD# 109366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Louis Simon · FT. WRIGHT, KY
Registration
CRD #4365604 · ALPHAMARK ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Apr 2025 – present
ALPHAMARK ADVISORS, LLC
Jan 2000 – Apr 2025
FT. WRIGHT, KY
02

Registrations & Exams

Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALPHAMARK ADVISORS, LLC
CRD 109366 · SEC 801-58156
AUM
$399M
Regulatory assets under management
Employees
6
1,198 client accounts
Services offered by ALPHAMARK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at ALPHAMARK ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Louis Simon offer?
Michael Louis Simon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. WRIGHT, Kentucky for a consultation.
What are Michael Louis Simon's credentials?
Michael Louis Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Louis Simon located?
Michael Louis Simon is based in FT. WRIGHT, Kentucky, working with ALPHAMARK ADVISORS, LLC. Their office serves clients in the FT. WRIGHT metropolitan area and surrounding communities.
How does Michael Louis Simon charge for services?
Michael Louis Simon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHAMARK ADVISORS, LLC?
ALPHAMARK ADVISORS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALPHAMARK ADVISORS, LLC

Christian Adrian Lucas
FT. WRIGHT, KY
Adam Michael Davey
FT. WRIGHT, KY
Andrew Charles Becker
FT. WRIGHT, KY
Kelly Elizabeth Owens
FT. WRIGHT, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
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City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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