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Amy Lee Stuber

CARDINAL STRATEGIC WEALTH GUIDANCE, LLC·LOUISVILLE, Kentucky
Clean recordCARDINAL STRATEGIC WEALTH GUIDANCE, LLC
9750 ORMSBY STATION ROAD, LOUISVILLE, KY 40223CRD# 4976136Firm CRD# 283226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Lee Stuber · LOUISVILLE, KY
Registration
CRD #4976136 · CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Lee Stuber is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC
SALING WEALTH ADVISORS
AUM
$410M
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4976136
Firm CRD# 283226
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Lee Stuber offer?
Amy Lee Stuber specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Amy Lee Stuber's credentials?
Amy Lee Stuber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Lee Stuber located?
Amy Lee Stuber is based in LOUISVILLE, Kentucky, working with CARDINAL STRATEGIC WEALTH GUIDANCE, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Amy Lee Stuber charge for services?
Amy Lee Stuber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARDINAL STRATEGIC WEALTH GUIDANCE, LLC?
CARDINAL STRATEGIC WEALTH GUIDANCE, LLC has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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