Financial Advisors & Wealth Management in Louisville

The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.

Visit our Louisville location, headed by Nick Brehmer, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.

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Louisville Location

Toll Free: (617) 512-2066
Fax: 323-937-0408

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A Personal Touch to Achieve Your Goals

Our financial advisors make planning your future easier than ever before.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.

Find our office across from SpringHill Suites by Marriott Louisville. Schedule an in-office consultation or call to speak with our local financial advisor now.

Churchill Nick Brehmer team member

Nick Brehmer

Vice President

Mr. Brehmer joined Churchill Management Group in 2010 after spending four years in the retail brokerage business with Charles Schwab and TD Ameritrade as an Investment Consultant. In this role, Mr. Brehmer specialized in providing investment solutions to his clients in order to meet their specific individual financial needs.

Mr. Brehmer graduated from the Kelley School of Business at Indiana University with a Bachelor of Science degree in Business Management.

Churchill Brad Rodgers team member

Brad Rodgers

Vice President

Mr. Rodgers joined Churchill Management Group in 2012 after fourteen years of experience in the financial services industry. Prior to joining Churchill Management Group, Mr. Rodgers spent seven years as an Investment Consultant with TD Ameritrade. He began his financial services career with Charles Schwab as a Business Development specialist.

Mr. Rodgers graduated from Florida State University with a Bachelor degree in Finance.

Churchill Scott Perkins team member

Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.



Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

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Churchill Management Group

5900 Wilshire Boulevard
Suite 400
Los Angeles, California 90036

+1 877.937.7110

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.

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