Unclaimed Profile

Brian W Ramsey

FAMILY WEALTH PLANNING PARTNERS LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 66CFP ChFC22 years registeredFAMILY WEALTH PLANNING PARTNERS LLC

9200 SHELBYVILLE RD, LOUISVILLE, KY 40222CRD# 4771161Firm CRD# 323656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian W Ramsey · LOUISVILLE, KY

Registration

CRD #4771161 · FAMILY WEALTH PLANNING PARTNERS LLC · 22 years registered

Brand Profile

Not yet started

Career History

FAMILY WEALTH PLANNING PARTNERS

Jan 2023 – present

INDEPENDENT FINANCIAL PARTNERS

Feb 2016 – Apr 2023

Louisville, KY

MWM ADVISORY

May 2014 – Jan 2016

LOUISVILLE, KY

LPL FINANCIAL LLC

May 2013 – Feb 2016

LOUISVILLE, KY

FIFTH THIRD SECURITIES, INC.

Feb 2007 – May 2013

LOUISVILLE, KY

MERRILL LYNCH PIERCE FENNER & SMITH INC.

May 2004 – Oct 2005

LOUISVILLE, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 27, 2004

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

2013Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FAMILY WEALTH PLANNING PARTNERS LLC

CRD 323656 · SEC 801-126996

AUM

$218M

Regulatory assets under management

Employees

1,294 client accounts

Services offered by FAMILY WEALTH PLANNING PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILY WEALTH PLANNING PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Brian W Ramsey offer?

Brian W Ramsey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Brian W Ramsey's credentials?

Brian W Ramsey holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian W Ramsey located?

Brian W Ramsey is based in LOUISVILLE, Kentucky, working with FAMILY WEALTH PLANNING PARTNERS LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Brian W Ramsey charge for services?

Brian W Ramsey'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 FAMILY WEALTH PLANNING PARTNERS LLC?

FAMILY WEALTH PLANNING PARTNERS LLC has approximately 5 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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