Private Client Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

120222

SEC number

801-71475

Firm type

RIA

Assets under management

$1.4B as of Mar 14, 2026

Website

www.linkedin.com/company/affiance-financial ↗

Phone

502-451-0600

Address

2225 Lexington Road, Louisville, KY, 40206

Advisors at this firm

144 in our index · page 1 of 3

• Brittany Spiller AmmermanCRD 5765502 · Louisville, KY
  IA RegisteredBroker
• Dana Nicole AudeCRD 2167711 · Costa Mesa, CA
  BrokerRegistration inactive
• Trina Marie AngladaCRD 3077673 · Westminster, CO
  Broker
• Sondra Renee BaneCRD 4998532 · Overland Park, KS
  Broker
• Thomas Way BayleyCRD 1833753 · Parkersburg, WV
  Broker
• Kyle Scott BergCRD 6186536 · St. Louis Park, MN
  IA RegisteredBroker
• Cortland Robert BradburyCRD 2471506 · Worthington, OH
  IA RegisteredBroker
• Karen Lea BrouhardCRD 2626014 · Overland Park, KS
  Broker
• Rebecca Jean BrownCRD 6422049 · Appleton, WI
  Broker
• Thomas Andrew BryantCRD 2877075 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric David BunnellCRD 2342202 · Louisville, KY
  IA RegisteredBroker
• Patrick Joseph BesteCRD 7708153 · Naples, FL
  Broker
• Timothy Charles BradburyCRD 7900799 · Worthington, OH
  IA RegisteredBroker
• David BunnellCRD 7768329 · Louisville, KY
  IA RegisteredBroker
• Paul Anthony BurkeCRD 7665143 · Louisville, KY
  IA RegisteredBroker
• Jeremy James BurtonCRD 4249224 · Colorado Springs, CO
  IA RegisteredBroker
• Christine Lynn CarlsonCRD 1849566 · Charlotte, NC
  Broker
• Joseph Bradley CecilCRD 1773151 · Louisville, KY
  Broker
• Marguerita Maria ChengCRD 3149803 · Gaithersburg, MD
  IA RegisteredBroker
• Arik N Cohen-LeweCRD 5665162 · Oak Brook, IL
  Broker
• Jacob Robert CorcoranCRD 7424699 · Chicago, IL
  Broker
• Christopher Michael CortinaCRD 5174305 · Pittsford, NY
  Broker
• Mona Marie CamposCRD 4822791 · Center Valley, PA
  BrokerRegistration inactive
• William Gilmore ChristieCRD 5955580 · Birmingham, AL
  Broker
• Robert Benedict ClementsCRD 7181437 · Louisville, KY
  IA RegisteredBroker
• Thomas C DavyCRD 62822 · Oakbrook Terrace, IL
  IA RegisteredBroker
• Mitchell DespinichCRD 4279817 · Oakbrook Terrace, IL
  IA RegisteredBroker
• James Patrick DollCRD 2379802 · Frankfort, KY
  IA RegisteredBroker
• Jordan DoveCRD 7453661 · Bethesda, MD
  Broker
• Michael George DuganCRD 1290083 · Raritan, NJ
  IA RegisteredBroker
• Michael Robert DuganCRD 4822567 · Raritan, NJ
  IA RegisteredBroker
• Cynthia Louise DurstCRD 5529844 · Louisville, KY
  IA RegisteredBroker
• Cindy Lou EdwardsCRD 2374998 · Louisville, KY
  BrokerRegistration inactive
• Karla Linn ElliottCRD 4156390 · Papillion, NE
  IA RegisteredBroker
• Kara Jean EvensonCRD 5347120 · Louisville, KY
  Broker
• Andrew Bert FishmanCRD 2614044 · St. Louis Park, MN
  IA RegisteredBroker
• Jillian FohrCRD 7046118 · Louisville, KY
  IA RegisteredBroker
• Michael Vincent FriedaCRD 1079763 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Lauren M FrisciaCRD 5435493 · Oak Brook, IL
  Broker
• Luke FollmannCRD 7345445 · Green Bay, WI
  Broker
• Joseph Brendan FrazierCRD 5837358 · Birmingham, AL
  BrokerRegistration inactive
  Disclosure event(s) on record
• Richard Leo GanterCRD 1528266 · Miami, FL
  BrokerRegistration inactive
• Andrew Corey GephartCRD 6751895 · Columbus, OH
  Broker
• Kristine GibsonCRD 2906888 · Scottsdale, AZ
  BrokerRegistration inactive
• Andrew Louis GraffeoCRD 4746613 · Birmingham, AL
  Broker
• Timothy Daley GrahamCRD 4461811 · Louisville, KY
  IA RegisteredBroker
• Charlotte Ann GardnerCRD 7585157 · Albemarle, NC
  Broker
• Brendan William HalleronCRD 6070122 · St. Louis Park, MN
  IA RegisteredBroker
• Matthew Scott HechtCRD 5489879 · Charlotte, NC
  Broker
• Connor HigdonCRD 6856876 · Louisville, KY
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.