Kylee Marcy has been an investment adviser representative at LFG Wealth Partners since June 2024, and is not listed among the firm’s executive officers or direct owners.
LFG Wealth Partners, LLC is an Elizabethtown, KY firm with $191M under management, 360 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Kylee Marcy is Financial Advisor of Legato Financial Group, based in Louisville. She has a decade of finance experience and works primarily out of the firm's Louisville office. She sits on the Board of Trustees for the Kentucky Opera.
Kylee Marcy’s longest registration was 5 years at Fifth Third Securities, Inc. (2017–2022). Before joining LFG Wealth Partners in 2024, Kylee Marcy was registered through Ae Wealth Management, LLC and Fifth Third Securities, Inc.
- LFG Wealth Partners, LLCCurrent– present · 2 yearsElizabethtown, KY · Adviser representative · Firm CRD 331339
- Ae Wealth Management, LLC– · 2 yearsElizabethtown, KY · Adviser representative · Firm CRD 282580
- Fifth Third Securities, Inc.– · 5 yearsLouisville, KY · Adviser representative · Firm CRD 628
- PNC Investments– · 1 yearLouisville, KY · Adviser representative · Firm CRD 129052
Investment adviser representative registrations
Kylee Marcy is registered as an investment adviser representative in Kentucky, since June 2024.
- KentuckySince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 April 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kylee Brooke Marcy
- CRD
- 6136587
- Firm
- LFG Wealth Partners · CRD 331339
- Office
- 2905 RING ROAD, Elizabethtown, KY 42701
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legatofinancial.com
Where does Kylee Marcy work?
Kylee Marcy is an investment adviser representative registered through LFG Wealth Partners, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kylee Marcy a financial advisor?
Yes. Kylee Marcy has a current investment-adviser registration in Kentucky, through LFG Wealth Partners since June 2024.
How many years of experience does Kylee Marcy have?
Kylee Marcy has 11 years in the financial industry, since February 2015, across 4 adviser firms.
What exams has Kylee Marcy passed?
Kylee Marcy has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2014. FINRA credited Kylee Marcy with the SIE, which began in October 2018.
Where did Kylee Marcy work before LFG Wealth Partners?
Before LFG Wealth Partners, Kylee Marcy was registered through Fifth Third Securities, Inc., July 2017 to August 2022; PNC Investments, April 2016 to May 2017.
Where is Kylee Marcy based?
Kylee Marcy’s registered office is in Elizabethtown, KY.
Is Kylee Marcy registered with FINRA?
No. Kylee Marcy has no current broker registration.
How can I verify Kylee Marcy’s record?
Search CRD 6136587 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kylee Marcy’s full registration record.
