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 3 of 3

• Michelle P PilipauskasCRD 2440052 · Ponte Vedra, FL
  BrokerRegistration inactive
• Heather PovlickCRD 3056139 · Overland Park, KS
  Broker
• Kimberly Jeanette PowellCRD 2358649 · Miamisburg, OH
  Broker
• Eric Peter RadzakCRD 4594054 · Green Bay, WI
  Broker
• Douglas Swift RappCRD 2135610 · Louisville, KY
  Broker
• Deborah Mackenzie ReasonCRD 3106663 · Cottonwood, AZ
  Broker
• Daniel James RentmeesterCRD 1009557 · Green Bay, WI
  Broker
• Rebecca Allison Rij-FlynnCRD 4325467 · Center Valley, PA
  Broker
• Kirsten Lynn RodriguezCRD 4398740 · Louisville, KY
  Broker
• Jeremiah Joseph RunionCRD 5231387 · Dublin, OH
  Broker
• Alexandra RoweCRD 7412659 · Fairfax, VA
  Broker
• Ernest Aubrey SampsonCRD 2001651 · Louisville, KY
  IA RegisteredBroker
• Mary Elizabeth SchultejansCRD 5655051 · Kirkwood, MO
  Broker
• Jessica Rodriguez SimpsonCRD 5061311 · Plantation, FL
  Broker
• Jeffrey D SmithCRD 4624552 · Rockville, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Sue Ann SmithCRD 6615095 · Birmingham, AL
  Broker
• Robert Phillip StoutCRD 1088741 · Wilmington, DE
  Broker
• Sabine Kudmani StovallCRD 5918011 · Stovall, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Scott SutherlandCRD 4962974 · Oakbrook Terrace, IL
  IA RegisteredBroker
• Edward Christy SwensonCRD 4084124 · Birmingham, AL
  Broker
• Leanne Ozaine SmithCRD 5078833 · Spokane, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Derek Todd SniderCRD 6678060 · Louisville, KY
  Broker
• John Philip Taylor-JonesCRD 2171620 · Louisville, KY
  Broker
• Michelle April TeetersCRD 4102949 · Wausau, WI
  Broker
• Nastacia ThomasCRD 7971997 · Altoona, WI
  Broker
• Elizabeth Jane TorresCRD 5046777 · Charlotte, NC
  Broker
• Bruce Stephen UdellCRD 451293 · Sarasota, FL
  IA RegisteredBroker
• Jeremy Eric UdellCRD 3090429 · Sarasota, FL
  IA RegisteredBroker
• Eric Steven UngerCRD 5198629 · St. Louis Park, MN
  IA RegisteredBroker
• Marc Samuel UsemCRD 2383407 · St. Louis Park, MN
  IA RegisteredBroker
• Matthew Gregory Van EgerenCRD 4680193 · Green Bay, WI
  Broker
• Jane M Vande VoortCRD 3161853 · Appleton, WI
  IA RegisteredBroker
• Kelly Jean Vanden BrookCRD 2540023 · Appleton, WI
  Broker
• Ronald Frank VanhornCRD 2176273 · Somerville, NJ
  IA RegisteredBroker
• Joseph Michael WalbrunCRD 3232629 · Appleton, WI
  Broker
• Shane Alan WeaverCRD 5310706 · Birmingham, AL
  Broker
• Mark Patrick WenzlCRD 1046989 · North Kansas City, MO
  IA RegisteredBroker
• Carmen Nereida WernerCRD 4374379 · Naples, FL
  Broker
• Mary Elizabeth WescottCRD 4404797 · Louisville, KY
  Broker
• Peter James WilliamsCRD 1047041 · Oakbrook Terrace, IL
  BrokerRegistration inactive
• Billie Allen WilsonCRD 7328972 · West Des Moines, IA
  Broker
• Lucas C WarnerCRD 7771617 · St. Louis Park, MN
  Broker
• Gretchen Ann WiikCRD 5898352 · Boston, MA
  Broker
• Tracy Lynn ZimmermannCRD 5066732 · Durham, NC
  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.