Alexander Investment Services Co.

Overview

Alexander Investment Services Co. is a Broker Dealer and registered investment adviser based in Louisville, KY, registered since 1965. It reports $496M in assets under management across 1,250 accounts, with 12 employees. Its 12 registered representatives work across 2 branch offices in 1 state.

Reported AUM

$496M

Discretionary

2%

Accounts

1,250

Average account

$397K

Employees

12

Registered reps

12

Branch offices

2

Registered since

1965

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Retirement/Pension Products
• Stock
• Time Deposits
• Trading Securities for Own Account
• Variable Life Insurance & Annuities

Executive officers 3 of 7

• Leo Andrew Hanlein Owner, Principal, Director CRD 2369588
• Drew Stephenson Adams Owner, Principal, Director CRD 5181929
• John Bradley Stillwagon Owner CRD 2431428

4 more executive officers, with direct contact details

Registered reps 3 of 12

• Drew S Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5181929
• William Oliver Brooks Insurance Agent · Registered Rep CRD 710238
• Ancil Collett Registered Rep · Investment Adviser Rep CRD 4355109

9 more registered reps, with emails, phones and branch locations

Location

Headquarters

909 Lily Creek Rd # 101
Louisville, KY 40243

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Branch offices

2 in 1 state, including Harlan, KY

Registrations

• SEC registered, corporation formed in Kentucky
• Registered in 21 jurisdictions
• Website: aisretirement.com

Every state, with registration dates

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