Kylee Brooke Marcy
Investment adviser representative at Lfg Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$190.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lfg Wealth Partners, LLCJun 2024 to now
- Ae Wealth Management, LLCSep 2022 to Sep 2024
- Fifth Third BankJun 2017 to Aug 2022
- Fifth Third SecuritiesJun 2017 to Aug 2022
- UnemployedApr 2017 to Jun 2017
- PNC Bank, NAMar 2016 to Apr 2017
- PNC Investments, LLCMar 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (KY).
Lfg Wealth Partners, LLC
$190.7MAssets managed
360Clients
11Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6136587
- Firm CRD
- 331339