Timothy A. Wissing

Timothy A. Wissing

Financial Advisor

Phone: 502-451-0600
Fax: 502-473-1721
E-mail:

 

Timothy A. Wissing,
Financial Advisor
2225 Lexington Road
Louisville, Kentucky 40206
Direct: (502) 645-1207
Office:  (502) 451-0600
Toll Free:  (800) 966-9347
Fax: (502) 473-1721
 
Profile:
Tim Wissing started in the financial services industry with Cambridge Investment Research, Inc. in 2001. He transitioned to his current firm,  Kentucky Financial Group, Inc in August of 2005. With over 11 years in tax accounting experience at a local CPA firm, Mr. Wissing focuses on practical tax planning strategies that can be incorporated into an overall financial and estate plan.  By diligently looking at total wealth, current and future income streams, and a taxpayer’s risk tolerance, the concept of holding a diversified portfolio of stocks, bonds, mutual funds, real estate and alternative investments forms the backbone for more detailed planning. 
 
Mr. Wissing advises clients on how to utilize investment and tax efficient strategies and build a portfolio of assets by providing optimal opportunities for growth and risk control. Mr. Wissing evaluates the client’s needs and investment time horizon to make the most practical choice amongst the variety of investment vehicles available for tax deferral and/or tax exclusion in order to help the client successfully achieve a specific desired financial goal.
 
Mr. Wissing will assist you with all your retirement needs, ranging from 401(k) rollovers to Individual Retirement Accounts to establishing business retirement plans. He holds the FINRA series 7, 6, and 66 security licenses.
 
Mr. Wissing received a B.S. in Accounting from Western Kentucky University. He also served in the United States Marine Corps Reserves. Mr. Wissing is married to the former Laura Hall, and they have 2 sons Jack and Luke.