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Employer firm

Life Advisors Financial Planning And Wealth Management, LLC CRD 148573

$14.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PREPARATION OF TAX RETURNS

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

Current Employers
Life Advisors Financial Planning And Wealth Management, Llc

110 East Union Street, Munfordville, KY 42765 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-04-30
  • KY RA
    APPROVED
    Since 2026-04-30

Branch Locations

110 East Union Street, Munfordville, KY 42765 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Life Advisors Financial Planning And Wealth Management, Llc Mundfordville KY 10/2008 Present
Fowler Durham Cpa'S & Advisors, Pllc Munfordville KY 01/2002 Present
Hart County Hardwoods, Llc Munfordville KY 06/2021 Present
Green River Accounting & Tax Solutions Llc D/B/A Green River Cpa Munfordville KY 12/2020 05/2021
  • 10/2008 → Present
    Mundfordville, KY
  • 01/2002 → Present
    Fowler Durham Cpa'S & Advisors, Pllc
    Munfordville, KY
  • 06/2021 → Present
    Hart County Hardwoods, Llc
    Munfordville, KY
  • 12/2020 → 05/2021
    Green River Accounting & Tax Solutions Llc D/B/A Green River Cpa
    Munfordville, KY
Other Businesses

FOWLER DURHAM CPAS & ADVISORS, PLLC 110 EAST UNION STREET MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED ACCOUNTING FIRM MANAGER / CPA JANUARY 2002 TO DECEMBER 2020 (FULL TIME) JANUARY 2021 - PRESENT (PART TIME) DUTIES ARE ADMINISTRATIVE IN NATURE. DEVOTES 4 HOURS PER MONTH TO THESE DUTIES HART COUNTY HARDWOODS, LLC 67 CEDAR LANE MUNFORDVILLE, KY 42765 NON-INVESTMENT RELATED MANUFACTURING BUSINESS ACCOUNTANT JUNE 2021 TO PRESENT DEVOTES APPROXIMATELY 100 HOURS PER MONTH TO THIS POSITION, THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2007-01-23
Designations
  • Personal Financial Specialist

View on SEC IAPD

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