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Location:
Louisville, KY
Office Locator
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LOCATION INFO
3592-101 Springhurst Blvd.
Louisville, KY 40241
Phone: (502) 425-2512
Toll Free: (866) 530-TMFS (8637)
Fax: (502) 425-2572
ABOUT THIS LOCATION
Located in the Kentuckiana region, The Mutual Fund Store in Louisville serves clients in both Indiana and Kentucky, including Crestwood, Elizabethtown and Prospect. Our investment advisors have more than 45 years combined industry experience and are here to help you with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy. For your convenience, we offer appointments on Tuesday and Thursday evenings, as well as Saturday mornings.
Jeffrey Minor
CFS
Senior Investment Advisor
Successfully completed the Series 65 license administered by FINRA.
Earned the distinction of Certified Fund Specialist (CFS)
BS in Finance from Western Kentucky University.
Married to Karen. They have two sons—Clayton and Eric.
Enjoys running marathons, hunting, golfing and spending time with family.
Member of the North American Wild Turkey Federation, Ducks Unlimited and Shelbyville Road Runners Club.
Claudia Trefz
Senior Investment Advisor
Joined The Mutual Fund Store in 2005. Began working in the financial services industry in 1983.
Successfully completed the Series 7, 8, 24, 63 and 65 licenses administered by FINRA.
BS in business from Indiana University Kelley School of Business; Masters in public relations from American University.
Married to Jeff. They have two children--John and Amelia.
Enjoys kayaking and biking.
Vincent McMahon
CFS
Senior Investment Advisor
Joined The Mutual Fund Store in 2005. Began his career in the financial services industry in 1984.
Successfully completed the Series 3, 7, 8, 63 and 65 licenses administered by FINRA.
Earned the designation of Certified Fund Specialist (CFS).
B.S. in agricultural economics from Purdue University.
Volunteer for Habitat for Humanity.
Married to Maryanne. They have two children, Katie and Keegan.
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