Clay Daniel Watkins
Investment adviser representative at Lfg Wealth Partners, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$190.7MFirm assets
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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
17 years in the industry.
- Lfg Wealth Partners, LLCJun 2024 to now
- Legato Insurance Group, Inc. dba Legato Financial Group, Inc.May 2022 to now
- Ae Wealth Management, LLCMay 2022 to Sep 2024
- UnemployedOct 2021 to May 2022
- Facet WealthAug 2020 to Oct 2021
- Robert W. Baird & Co. IncorporatedOct 2019 to Aug 2020
- Jjb Hilliard Wl Lyons LLCJun 2017 to Oct 2019
- Hilliard LyonsJun 2016 to Oct 2019
- Gordon Ford College of BusinessFeb 2016 to May 2017
- Chick-fil-aApr 2009 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6663418
- Firm CRD
- 331339