Mcf
MCF Advisors, LLC (“MCF”) is an SEC registered investment advisor that serves clients through two divisions: Wealth Management and Institutional Services. MCF has been recognized as a winner in the "Best Places to Work in Kentucky" awards 7 years in a row.* The Wealth Management division provides investment and advisory services to individuals, families, and businesses, specializing in retirement planning, business succession, risk management, insurance, trust, tax, and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach. The Institutional division focuses on enhancing retirement plan experiences for employers and employees, offering solutions that reduce financial liabilities, expand investment opportunities, and improve participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.*Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. More information about MCF can also be found by visiting: https://adviserinfo.sec.gov/. This is not intended as an offer or solicitation with respect to the purchase or sale of any security. Please note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MCF is engaged, or continues to be engaged, to provide investment advisory services. Please refer to our website for additional information regarding the Best Places to Work in Kentucky award at
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Verified contacts
49
available on Kipplo
LinkedIn employees
111
11 to 50 range
Open roles
—
no listings
Distinct roles
41
indexed titles
Tech stack
2
tools in use
Monthly traffic
238
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- AS
Andy Sathe
Shareholder, Sr Financial Advisor · Finance & Accounting
EmailPhone - LG
Lacy Gardner
Sr Client Associate · Customer/Client Service
EmailPhone - SB
Sanju Bhai
Defence · Public Administration & Safety
EmailPhone - SD
Shannon Dalcour
Client Associate · Customer/Client Service
EmailPhone - SW
Stephen Wright
Sr Financial Advisor & Certified Financial Plannertm with Mcf · Other
EmailPhone - SS
Stewart Smith
Financial Advisor · Finance & Accounting
EmailPhone - TG
Tim Gavin
Sr Financial Advisor · Finance & Accounting
EmailPhone - AL
Alice Little
Chief of Staff Marketing & Business Development Officer · Other
EmailPhone - BM
Brittany Manning
Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Mcf
41 distinct titles indexed · top 10 shown.
- 3client associate
- 2financial advisor
- 2sr financial advisor
- 1, &
- 1accredited wealth management
- 1agen
- 1alternative investments allocation
- 1assistant manager
- 1board member, investment committee chair
- 1case specialist
- +31more titles
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