Client Portal

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Please register below for access to the client portal. Contact a member of our team for questions.

After registration, an email will be sent to a member of our team who will approve your registration request. Depending on the time of day, this process could take up to 24 hours. Please check your “junk” folder if you do not receive the link. Depending on your email provider, you may need to allow emails from info@lex-financial.com

This is where you will be granted access to the documents you need for changes or service to your account. If you need something that isn’t listed in the portal, please contact us at 859-967-4663 to immediately get in contact with a team member who can provide the documents you need!

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IMPORTANT CONSUMER INFORMATION

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent insurance agency helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company.

Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

*By contacting Jason Stelter NPN#3310680/Lexington Financial, LLC NPN#17481987 you may be provided with information regarding the purchase of insurance products, including fixed index annuities and life insurance. *Advisory Services are offered by Jason Stelter, CRD#6825856 through Lexington Financial Advisors, LLC, CRD#289164, DBA Triple Crown Wealth Management, a Registered Investment Advisor in the States of Kentucky, Ohio, Tennessee, Virginia, West Virginia, or other jurisdictions where legally permitted. Insurance products and services are offered through Lexington Financial, LLC, a related insurance company.