Michael J. Richardson, CFP<sup>&reg;</sup> - Financial Advisor

Michael J. Richardson, CFP®

AIF®,AWMA®,CFS®

Owner / Financial Planner

Logan Lavelle Hunt

5150 Charlestown Road, Suite 2
New Albany, IN 47150
+ 1 More Location

Logan Lavelle Hunt

111 Congressional Blvd, Suite 100
Carmel, IN 46032
FINANCIAL ADVISOR'S WEBSITE
(877) 949-7444
+1 More Number
(812) 949-7444

General

Michael Richardson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Logan Lavelle Hunt in New Albany, IN and the surrounding communities.

Financial Advisor Overview

Logan Lavelle Hunt can trace its roots back to 1919 with the founding of Lavelle Insurance Agency. Since that time we have grown both organically, as well as through merging with other like-minded firms. We have also grown through strategic acquisitions of firms where the culture and values matched those of ours. It is hard to believe we have been in business for close to 100 years, serving the needs of individuals and businesses with innovative investment, insurance, and risk management products. We are proud of our history and the founding principles which set the strong foundation for how we conduct our business today. Our philosophy is really quite simple – to take the time to understand the needs of our clients, match those needs with an appropriate financial plan, including personalized investment and insurance strategies, provide outstanding ongoing service, and being an advocate for our clients when they need us the most. We are a full-service firm! We offer a wide range of financial products and services to individuals and business owners, which includes comprehensive financial planning, property and casualty insurance, bonds, health insurance, and life insurance. We are an independent firm! We believe that by being independent, we are able to best represent our clients by offering an unbiased, broad portfolio of innovative investment, insurance, and risk management products and services. Our firm has a relationship with many different companies, so if we don’t have a product or service you need, we know a group that does. Our dedication to our clients and associates has helped to make Logan Lavelle Hunt one of the largest independent firms in our area. We are active partners in all of Kentucky, including the greater Louisville area, as well as Indiana. Please call us if you have any questions about our firm or the range of products and services we provide.

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Financial Advisor Experience

We have been working with individuals and businesses in the area for several years. We have extensive personal and professional experience. We are committed to ongoing, rigorous educational initiatives to stay up to date on the ever-changing regulatory & financial landscape. We hold various professional designations, and we are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all of our clients. We believe in helping our clients assess their financial goals and participate in the wealth management process. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more healthy financial future. Michael is the owner of Logan Lavelle Hunt Wealth Management, and he leads all of the Wealth Management business for the firm. He is also a partner with Logan Lavelle Hunt, a diversified financial services company offering a wide range of services, including property & casualty insurance, life insurance, and group & individual benefits. This relationship began in 2008, after building a successful practice with Edward Jones Investments. Michael is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), he has a Bachelor of Arts degree in Business (BA) from Hanover College, a Master's degree in Business Administration (MBA) from Webster University, an Executive Certificate in Financial Planning from Bellarmine University, and has earned the following professional designations from the College for Financial Planning: Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®). Michael has also earned the Certified Fund Specialist (CFS®) designation, the Certified Income Specialist (CIS™) designation, and he is currently working on a Master's of Science degree in Financial Services (MS) from the Institute of Business & Finance. He also holds multiple licenses: Series 7, Series 24, Series 63, Series 66, SPC, Life, Accident & Health, Variable Life & Annuity, & Long-term Care. Michael has served on the Board of Directors for the Hanover College Alumni Association and also chaired its Development Committee. He currently sits on the Board of Directors for the Home Builders Association of Southern Indiana Indiana, serves as the organizations' treasurer, and was the southern Indiana Home Expo chair in 2012. Michael is also active in several other trade and professional associations throughout Indiana and Kentucky, has served as an Ambassador for One Southern Indiana, and he volunteers as a youth coach in his community. Michael and his wife Stacy have been married for more than 14 years and they have a daughter and twin sons. We’re looking forward to using our experience to help you pursue your financial goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AIF®, CFS®, CAS®, CIS™, CES™, AAMS®, AWMA®, MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. Logan Lavelle Hunt is not affiliated with Parkland Securities, LLC or Sigma Planning Corporation. Michael J. Richardson does not provide tax or legal advice. You should consult with a tax or legal advisor regarding your particular situation.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Women's Finances

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