Joseph Edward Fusco

Employer firm

Alpha Financial Partners LLC CRD 306639

$460M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Alpha Financial Partners Llc
  Lexington, KY
• 06/2023 → 12/2023
  Peterson Law Office
  Lexington, KY
• 08/2022 → Present
  Lexington Country Club
  Lexington, KY
• 05/2022 → 08/2022
  Owensboro Country Club
  Owensboro, KY
• 05/2021 → 08/2021
  Unifirst
  Owensboro, KY
• 06/2018 → 08/2020
  Nations Medicine
  Owensboro, KY
• 01/2015 → 05/2021
  Student
  Owensboro, KY
• 08/2021 → 05/2025
  University Of Kentucky
  Lexington, KY

Other Businesses

1) Lexington Country Club; Not investment-related; 2550 Paris Pike, Lexington, KY 40511; Country Club; Caddy; Caddy for country club members, maintain golf facilities, and tend to members' needs; 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-19