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Noah Polk

Investment Adviser Representative at Saling Wealth Advisors

Louisville, KYCRD #6452602Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Noah Polk is an investment adviser representative with Saling Wealth Advisors in Louisville, KY, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 6 firms, including Facet Wealth, Inc and KPP Advisory Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kentucky.

Office

9750 Ormsby Station Road, Suite 102
Louisville, KY 40223

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/30/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/29/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Saling Wealth AdvisorsCurrent
6/15/2022 – Louisville, KY
Facet Wealth, Inc
3/30/2021 – 5/6/2022Louisville, KY
KPP Advisory Services LLC
12/17/2020 – 1/29/2021Louisville, KY
Robert W. Baird & Co. Incorporated
10/18/2019 – 12/8/2020Louisville, KY
LPL Financial LLC
12/7/2020 – 12/7/2020Louisville, KY
J.j.b. Hilliard, W.l. Lyons, LLC
10/3/2016 – 10/18/2019Louisville, KY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Hilliard Lyons
    Feb 2015 – Oct 2019Louisville, KY
  2. JJB Hilliard WL Lyons LLC
    Jun 2017 – Mar 2018Louisville, KY
  3. JJB Hilliard WL Lyons LLC
    Mar 2018 – Oct 2019Louisville, KY
  4. Robert W. Baird & Co. Incorporated
    Oct 2019 – Dec 2020Louisville, KY
  5. LPL Financial, LLC
    Dec 2020 – May 2022Louisville, KY
  6. KPP Advisory Services, LLC
    Dec 2020 – May 2022Louisville, KY
  7. Baird
    Nov 2019 – Nov 2020Louisville, KY
  8. Kentucky Planning Partners
    Dec 2020 – Jan 2021Louisville, KY
  9. Kentucky Baptist Convention
    Jun 2014 – Mar 2021Louisville, KY
  10. Facet Wealth
    Mar 2021 – May 2022Louisville, KY
  11. Facet Wealth
    Mar 2021 – May 2022Louisville, KY
  12. Saling Wealth Advisors
    May 2022 – no end date reportedLouisville, KY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Saling Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning (including cash flow analysis, tax and estate planning, risk management, and business planning), investment management with a globally diversified approach, and ongoing implementation including monitoring, execution, counsel, discipline, accountability, and communication through life transitions.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPeriodicals and Newsletters
Firm areas of expertise
Financial PlanningInvestment ManagementWealth ManagementEstate PlanningTax PlanningRisk ManagementBusiness PlanningCash Flow AnalysisMultigenerational FamiliesRetirement Planning

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Louisville, KY
SEC file number:
801-107417

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 10, 2026

View full firm profile

Other advisors at Saling Wealth Advisors

8 other advisors in the directory

View Saling Wealth Advisors firm profile

Similar advisors in Louisville, KY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Noah Polk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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