Clay Watkins
Advisor at LFG Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LFG Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Elizabethtown, KY 42701
Credentials
CFP®, Series 66
Industry experience
8 years
Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.
Based on LFG Wealth Partners, LLC
$0 - $500,000: 1.5% $500,001 - $2,500,000: 1.3% $2,500,001+: 1.0%
Account minimum: $500,000
2905 Ring Road
Elizabethtown, KY 42701
Kentucky
LFG Wealth Partners, LLC
2024 - Present (2 years)
LEGATO INSURANCE GROUP, INC. dba LEGATO FINANCIAL GROUP, INC.
2022 - Present (4 years)
AE Wealth Management, LLC
2022 - 2024 (2 years)
UnEmployed
2021 - 2022 (1 year)
Facet Wealth
2020 - 2021 (1 year)
Robert Baird & Co.
2019 - 2020 (1 year)
Jjb Hilliard Wl Lyons Llc
2017 - 2019 (2 years)
Hilliard Lyons
2016 - 2019 (3 years)
Gordon Ford College of Business
2016 - 2017 (1 year)
Chick-fil-A
2009 - 2016 (7 years)
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Insurance agent
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Real estate agent
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