Thoroughbred Financial

Thoroughbred Financial An OSJ agency servicing independent investment and insurance professionals. See website for disclosures: www.tbredfa.com

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

Is your OSJ actually working for you? 🤝✔ Back-office support ✔ In-house paraplanning ✔ Referral partnership network ✔ Ma...
06/15/2026

Is your OSJ actually working for you? 🤝

✔ Back-office support
✔ In-house paraplanning
✔ Referral partnership network
✔ Marketing and compliance support
✔ 70+ carriers and a full product shelf

At Thoroughbred, this is standard. If yours isn't delivering, let's talk.
📩 [email protected] or www.tbredfa.com

We believe that investing in our team is investing in our advisors. 🌟Last week, our own Kara Webb traveled to Texas to p...
06/08/2026

We believe that investing in our team is investing in our advisors. 🌟

Last week, our own Kara Webb traveled to Texas to participate in a professional development program hosted by the U.S. Department of State and IREX.

The program brought together professionals from across the country to dive deep into small business strategy, social media, and branding- all areas that directly shape how we support and grow alongside our advisors every day.

Continuing education isn't a checkbox for us. It's part of who we are. When our team gets better, our advisors get better support. That's the Thoroughbred difference.

Congratulations, Kara, we're proud to have you on the team!

📩 Interested in what it looks like to work with a firm that invests in its people? Visit tbredfa.com and complete our contact form.

🔢Our calculations are in… and the solution seems obvious 👀💡If you have been thinking of going independent and would like...
05/27/2026

🔢Our calculations are in… and the solution seems obvious 👀

💡If you have been thinking of going independent and would like to have a conversation, contact us today.

💼 Visit our website listed below and complete the required field!
https://www.tbredfa.com/contact

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸
05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸

Are you an advisor looking for more? More support, more resources, more freedom?At Thoroughbred Financial, we've spent o...
05/14/2026

Are you an advisor looking for more? More support, more resources, more freedom?

At Thoroughbred Financial, we've spent over four decades building a platform where great advisors grow their practice without doing it alone. From in-house paraplanning to dedicated submission support, a full product shelf, and built-in referral partnership programs, we bring the infrastructure so you can focus on your clients.

If your current situation isn't giving you what you deserve, let's have a conversation.

📩 Reach out to Chris Cantrell at [email protected] or visit tbredfa.com to learn more.

A couple of weekends ago, our team had the honor of volunteering at Jesus Prom. We’re grateful for the opportunity to be...
05/11/2026

A couple of weekends ago, our team had the honor of volunteering at Jesus Prom. We’re grateful for the opportunity to be part of such a special evening.

Tbred is now offering access to Vanilla, the new estate planning application. If you are interested in gaining access, c...
05/07/2026

Tbred is now offering access to Vanilla, the new estate planning application.

If you are interested in gaining access, contact us for the guidelines and more information!

Advisors start the process with a simple intake form, and our life support agent helps move the application forward by w...
05/05/2026

Advisors start the process with a simple intake form, and our life support agent helps move the application forward by working directly with the client.

You stay at the center of the relationship; we just make the process smoother and more efficient.

Reach out to Jess Abner with any questions!
📨[email protected]
📞859-254-6406

At a wirehouse, things are structured, but structure can quietly turn into limitation. Control looks different. You deci...
04/29/2026

At a wirehouse, things are structured, but structure can quietly turn into limitation.

Control looks different.
You decide how your business runs.
You own the relationships you have built.
Control compounds over time.

Thinking about going independent? Contact us today, no commitment, just clarity.
859-254-6406
Chris Cantrell: [email protected]
Kara Webb: [email protected]

Address

3217 Summit Square Place #200
Lexington, KY
40509

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18592546406

Website

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