CONNECT

Address:

2225 Lexington Road
Louisville, KY 40206

Phone:

(502) 451-0600 ,Toll Free: (800) 966-9347

History

Kentucky Financial Group: One of Commonwealth's oldest and largest estate and financial planning firms.  With begininngs in 1928 as an office of a well-respected mutual insurance company, KFG evolved into the largest office of  our very own independent broker dealer / securities firm, Private Client Services. 


1928

Our firm establishes its roots and begins its operations in Louisville, KY.


1929

The stock market crashes, beginning the Great Depression.


1973–75

Recession characterized by a high inflation.


1974

ERISA rules pass. Associates begin offering IRAs to business owners.


1975

Pre-retirement planning seminars for professionals, educators and executives are added. Seminars are conducted as a public service.


1978

The firm celebrates 50 years of operation and service to clients.


1980

Large income tax cuts combined with a sharp rise in defense spending generate the largest annual budget deficit in U.S. history.


1987

The S&P 500 stock index plummets 20.5% in one day (October 19, 1987). The index finishes the year with a 5.23% gain over the previous year.


1990

A commitment is made to establish a modern financial planning practices platform. The firm enhances support services to clients and seasoned financial services professionals.


1993

The firm adds compliance operations for investments and securities.


2001

KFG Enterprises, Inc. forms its own holding company.


2002

Private Client Services, LLC is registered as an Investment Adviser Firm as an alternative to broker-dealer/securities firm arrangements.

2009

Private Client Services files new member application and receives approval as a member firm with FINRA.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck