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 2 of 3

• Kent Douglas HochbergerCRD 5617314 · Coeur D'alene, ID
  Broker
• Julie HollowayCRD 2180964 · Creve Coeur, MO
  Broker
• Patrick Charles HomanCRD 2064661 · Charlotte, NC
  IA RegisteredBroker
• Mary Ann HowardCRD 2606926 · Charlotte, NC
  Broker
• Joshua M HuffordCRD 5065946 · Green Bay, WI
  Broker
• Mackenzie Grace HarbinsonCRD 7795666 · Durham, NC
  Broker
• Joseph Michael HennCRD 6622173 · Kirkwood, MO
  Broker
• Michael David HensleyCRD 7729091 · Louisville, KY
  Broker
• Andrew HigdonCRD 7981048 · Louisville, KY
  Broker
• Amber Lynn HovdaCRD 6387449 · Albuquerque, NM
  Broker
• Phillip Michael HunterCRD 7592938 · Washington, DC
  Broker
• Sharon IfrachCRD 5254220 · Rockville, MD
  IA RegisteredBroker
• Jeffrey Michael InnocentiCRD 4399661 · Inverness, IL
  Broker
• Julia Meyer IronsideCRD 2441578 · Louisville, KY
  Broker
• Richard Mercer JacksonCRD 2406320 · Frankfort, KY
  Broker
• Anna K. JensenCRD 2957342 · Columbus, OH
  Broker
• Lorraine Mekan KirkCRD 5984582 · Myrtle Beach, SC
  IA RegisteredBroker
• Sammy Joseph KudmaniCRD 2901860 · Louisville, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Patrick KeenCRD 6675653 · Robinson, IL
  Broker
• Thomas Arthur KimptonCRD 8210562 · Mentor, OH
  Broker
• Katelyn Lee KnightCRD 7097031 · Louisville, KY
  Broker
• Matthew Paul LalondeCRD 2140628 · Chicago, IL
  BrokerRegistration inactive
• Jason Garrick LangleyCRD 4226630 · Louisville, KY
  IA RegisteredBroker
• Daniel Zavie LearCRD 6201645 · St. Louis Park, MN
  IA RegisteredBroker
• Steven Michael LearCRD 708089 · St. Louis Park, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Alex P LindleCRD 4066965 · Louisville, KY
  IA RegisteredBroker
• John Kevin LinkCRD 2399462 · Louisville, KY
  Broker
• Peter Trent LucasCRD 2468959 · Covington, KY
  BrokerRegistration inactive
• Gabriel Ethan LevyCRD 6197414 · Fort Lauderdale, FL
  IA RegisteredBroker
• Connor LowCRD 7574378 · Durham, NC
  IA RegisteredBroker
• Gretchen Kay MahaffeyCRD 4549331 · Louisville, KY
  IA RegisteredBroker
• Steven Michael MalloCRD 4829142 · Oak Brook, IL
  Broker
• Edward Mitchell MarionCRD 5562377 · Columbia, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Andrew McbrideCRD 4669154 · Kenton, OH
  IA RegisteredBroker
• Peter Joseph MclaughlinCRD 6564825 · Louisville, KY
  IA RegisteredBroker
• Beth Ann MengertCRD 2133797 · Appleton, WI
  IA RegisteredBroker
• Renee Lynne MichelCRD 5946619 · Westminster, CO
  Broker
• Steven Richard MillsCRD 3133520 · Louisville, KY
  IA RegisteredBroker
• Jameson MatthiesCRD 8217724 · Green Bay, WI
  Broker
• Nicholas MoffaCRD 7938422 · Inverness, IL
  Broker
• Nicholas Thomas MoshouCRD 5551009 · Charlotte, NC
  Broker
• Charles Frederick NealCRD 3138718 · Jeffersonville, IN
  IA RegisteredBroker
• Kimberly Marie NelsonCRD 5861472 · Louisville, KY
  Broker
• Todd A OberhausenCRD 3153970 · Louisville, KY
  IA RegisteredBroker
• Misty Dawn ParrilloCRD 4870280 · South Barrington, IL
  Broker
• Tracy E ParsonCRD 4881587 · Charlotte, NC
  Broker
• Thakor G PatelCRD 4757148 · Oakbrook Terrace, IL
  Broker
• Andrea R PeineCRD 4922567 · Wichita, KS
  BrokerRegistration inactive
• Jennifer Lynn PerryCRD 3004020 · Columbus, IN
  Broker
• Eric PhoulavongCRD 6459716 · Pittsford, NY
  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.