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Kevin Leet, CRC®LPL Financial Planner (502) 638-4853 
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Mission
My mission is to provide a unique client experience in both investment solutions and service. It is my goal to make a “powerful difference” in the lives of my clients and to help make their personal and family goals a reality.
Investment Philosophy
I believe that in order to provide investment planning services I must have thorough understanding of my client’s current financial condition, as well as their objectives, time frame, and tolerance for risk. The recommendations that I provide will be determined by these factors. Periodically these factors will be reviewed to reconfirm the suitability of the recommendations in respect to the original goals and any new objectives my clients may have.
A financial professional for over ten years, I offer my clients a unique combination of knowledge, dedication, and service. My strengths include the ability to provide multigenerational counseling to my clients, helping them determine better investment solutions that stay focused on their long-term goals. Based on sound principles of discipline and understanding, my areas of concentration are retirement income planning and wealth preservation. I hold NASD Series 7, 63, and 65 securities licenses with Linsco/Private Ledger (LPL) as well as Life and Health insurance certifications in Kentucky, Indiana, Ohio, and practice as a Certified Retirement Counselor (CRC).
I completed coursework in Finance at the University of Louisville. A lifelong resident of Louisville, I am married with one daughter. My hobbies include fitness activities such as strength training and running. Staying actively involved in the community, I am a member of Southeast Christian Church were I volunteer in the Elementary Children’s Ministry, Activities Ministry, and the Stewardship and Estate Planning Ministry.
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