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Our financial advice team


Brian Haehl, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Brian Haehl

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Limestone Wealth Advisors
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Divorce Financial Planning
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®

Education

  • Master's Degree in Organizational Management, Bluffton University
  • Bachelor's Degree in Telecommunications, Indiana University Bloomington

Awards & recognition

  • Ameriprise Circle of Success, 2020, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

I have a strong desire to help children & widows. I work with Masonic Homes of Kentucky and Kosair Charities in a variety of ways to help them create a safe and loving environment for those that need it.

I have the honor of working with Heuser Hearing Institute - helping the underprivileged gain a foothold in the Hearing World.

Interests

  • Traveling - 2021 Goals - Helping the entire family enjoy the game of Golf!!
  • Athletics - Two Half-Marathons, Cycling, & trying to unravel the joys of Fly-Fishing
  • Helping the last child celebrate his 21st birthday in style - ask me how!!
  • Enjoying spending time with my Bride, Family & Friends & the wonderful Harley Jane