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Current Employers
Axiom Financial Strategies Group, Llc

101 W. Spring Street 5Th Floor, New Albany, IN 47150 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-20
  • IN RA
    APPROVED
    Since 2025-06-20

Branch Locations

101 W. Spring Street 5Th Floor, New Albany, IN 47150 • 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
Pnc Private Bank Cincinnati OH 10/2021 02/2024
Irving Materials Inc Sellersburg IN 05/2021 08/2021
Planet Fitness New Albany IN 10/2020 05/2021
Libs Paving Company Floyds Knobs IN 05/2018 08/2020
Indiana University Bloomington IN 08/2018 08/2022
Our Lady Of Providence High School Clarksville IN 08/2014 05/2018
Raymond James Financial Services Advisors, Inc Louisville KY 03/2024 05/2025
Axiom Financial Strategies Group Llc New Albany IN 05/2025 Present
Lion Street Financial, Llc New Albany IN 06/2025 Present
Integrity Alliance, Llc. New Albany IN 11/2025 Present
  • 10/2021 → 02/2024
    Pnc Private Bank
    Cincinnati, OH
  • 05/2021 → 08/2021
    Irving Materials Inc
    Sellersburg, IN
  • 10/2020 → 05/2021
    Planet Fitness
    New Albany, IN
  • 05/2018 → 08/2020
    Libs Paving Company
    Floyds Knobs, IN
  • 08/2018 → 08/2022
    Indiana University
    Bloomington, IN
  • 08/2014 → 05/2018
    Our Lady Of Providence High School
    Clarksville, IN
  • 03/2024 → 05/2025
    Louisville, KY
  • 05/2025 → Present
    New Albany, IN
  • 06/2025 → Present
    Lion Street Financial, Llc
    New Albany, IN
  • 11/2025 → Present
    Integrity Alliance, Llc.
    New Albany, IN
Previous Registrations
Other Businesses

1) Cullen Ebert is dually registered with Lion Street Financial, LLC ("Lion Street") and Axiom Financial Strategies Group LLC ("Axiom"). Mr. Ebert has served as an investment advisor representative for Axiom and as a registered representative for Lion Street since June 2025. Business is conducted from 101 W. Spring Street, 5th Floor, New Albany, IN, 47150. Approximately 10% of Mr. Ebert's time is for services as a registered representative and the balance as an investment advisor representative. 2) Licensed insurance agent; Not investment-related; New Albany, IN, 47150; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours: Licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

View on SEC IAPD

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