Terry D. Higdon [ChFEBC℠]
10529 Timberwood Circle
Suite A
Louisville, KY 40223
Original Certificate Date: 7/28/2025
ChFEBC℠ Number: 1NC0272T5
Organization: Asset Preservation Group, LLC
Broker Dealer: RIA – AE Wealth Management
Phone: 502-653-7981
Cell: 502-609-6266
Fax: 502-498-5268
Email: terry@apgky.com
Website: www.apgky.com
States Currently Licensed: All States for Securities (Insurance – KY, OH, IN, TX, FL, TN)
State Insurance License #: 340988
CRD #: 6372768
Primary Insurance: American Equity, Allianz, Augustar, Equitrust, Gilico, Nationwide, Athen, Delaware Life, F&G, Mutual of Omaha, Security Benefit, North American, Lincoln
Primary Investment: Charles Schwab, Fidelity
Services: Retirement planning, federal benefits planning, estate planning, income planning, social security planning, long-term care planning, life insurance planning, Medicare supplement planning, tax planning and mutual risk
Additional Information: Full holistic retirement planning firm