Fidant Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Fidant Wealth Partners: An Ameriprise advisory practice serving the Crestview Hills, KY area.
Fidant Wealth Partners: An Ameriprise advisory practice serving the Crestview Hills, KY area.

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Advisors

Doug Kisker, Private Wealth Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Doug Kisker

Private Wealth Advisor

Chief Executive Officer of Fidant Wealth Partners
Visit Doug Kisker's website
Kathleen Laverde, Private Wealth Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Kathleen Laverde

Private Wealth Advisor

Visit Kathleen Laverde's website
David Girmann, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

David Girmann

CRPC

Financial Advisor

Visit David Girmann's website
Bradley D McElwain, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Bradley D McElwain

CRPC

Financial Advisor

Visit Bradley D McElwain's website
Randy Knapmeyer, Financial Advisor serving the Crestview Hills, KY area - Ameriprise Advisors

Randy Knapmeyer

APMA

Financial Advisor

Visit Randy Knapmeyer's website

Team

Joseph P. Troy III, CRPC<sup>®</sup>

Joseph P. Troy III, CRPC®

Financial Planning Analyst,

Practice Manager

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Stacie Key, CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Maryellen Peretzky

Maryellen Peretzky

Paraplanner,

Chief Financial Officer

Qualifications

  • Series 65
  • Series 63
  • Series 7
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
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Sonya Flannery

Sonya Flannery

Executive Assistant

Chastity Jimino Davis

Chastity Jimino Davis

Office Manager

Caroline Kisker

Caroline Kisker

Marketing Manager

Tresa Louderback, CRPC<sup>®</sup>

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

  • Chartered Retirement Planning Counselor℠
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Crystal Griggs

Crystal Griggs

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life and Variable Annuities
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Jane Dyar

Jane Dyar

Administrative Assistant

Tony Bergman

Tony Bergman

Client Service Specialist

Tosha Thompson

Tosha Thompson

Client Relationship Manager

Qualifications

  • Series 7
  • Series 63
  • Life and Annuities
  • Social Security
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Andrew Jostworth

Andrew Jostworth

Investment Specialist

Qualifications

  • Series 7
  • Chartered Market Technician
  • Series 66
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Kiley Byrne

Kiley Byrne

Client Service Specialist

Frank Metzmeier

Frank Metzmeier

Client Service Specialist