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Advantage Investment Management Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Advantage Investment Management is a small financial services advisory based in Louisville, Kentucky. It offers a broad suite of personal financial services focused on long-term planning, including retirement planning, saving for college, investments, tax strategies, annuities, traditional and Roth IRAs, and life, health, disability, and long-term care insurance. The firm emphasizes ongoing, personalized service with regular monitoring of client accounts to keep plans aligned with individual goals.

Operating with an independent affiliation, it leverages a wide set of resources and tools to tailor its offerings to clients' needs. Securities are offered through Securities Service Network, a FINRA/SIPC-member broker-dealer, to residents in a defined group of states, while advisory services are provided through Garton & Associates Financial Advisors, LLC dba Advantage Investment Management, a registered investment advisor.

Find Advantage Investment Management employees' phone numbers or email addresses

Advantage Investment Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Advantage Investment Management's Leadership

  • Stylized image of a person
    C. M.
    Chief Financial Officer / Board Member
    Phone icon
  • Stylized image of a person
    D. G.
    Managing Partner
    Phone icon
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
  • Stylized image of a person
    M. G.
    Investment Advisor
    Phone icon
  • Stylized image of a person
    A. C.
    Operations Associate
    Phone icon
  • Stylized image of a person
    B. F.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    M. W.
    Client Development Associate
    Phone icon
  • Stylized image of a person
    A. H.
    Client Development Associate
    Phone icon

Advantage Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Advantage Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    Managing Partner
    Phone icon
    United StatesGeorgia
    Jun 26, 2026
  • Stylized image of a person
    C. M.
    Chief Financial Officer / Board Member
    Phone icon
    United StatesMichigan
    Jun 02, 2026
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
    United StatesKentucky
    Jan 29, 2024
  • Stylized image of a person
    M. G.
    Investment Advisor
    Phone icon
    United StatesGeorgia
    Jun 26, 2026
  • Stylized image of a person
    A. C.
    Operations Associate
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    B. F.
    Investment Advisor Representative
    Phone icon
    Jun 23, 2026
  • Stylized image of a person
    M. W.
    Client Development Associate
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    A. H.
    Client Development Associate
    Phone icon
    United StatesKentucky
    Apr 02, 2026

Frequently Asked Questions

What is Advantage Investment Management known for?

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Advantage Investment Management was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 2319 Lime Kiln Lane Suite a Louisville, Kentucky 40222 United States. Explore Advantage Investment Management's company overview page for more information.

What is Advantage Investment Management's most common email format?

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Advantage Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advantage Investment Management email formats with LeadIQ.

How many employees does Advantage Investment Management have currently?

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Advantage Investment Management has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Advantage Investment Management's key employees and leadership?

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As of February 2026, Advantage Investment Management's key employees include:

  • Chief Financial Officer / Board Member: C. M.
  • Managing Partner: D. G.
  • Partner: B. M.
  • Investment Advisor: M. G.
  • Operations Associate: A. C.

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