P.O. Box 43003
Louisville, KY 40253 - Jefferson County
(888) 760-5646
Compliance Resource, LLC is a source of compliance assistance for financial institutions. The company was founded in 2001 after CEO, Jack Holzknecht, saw a need for financial consulting. Jack was continuously hearing from his seminar attendees that, "I wish I could take you back to the bank with me." This is our main goal and objective. The company strives to give financial institutions all the tools and resources needed to comply with the ever changing laws and regulations.
About Compliance Resource:
Compliance Resource, LLC is a source of compliance assistance for financial institutions. The company was founded in 2001 after CEO, Jack Holzknecht, saw a need for financial consulting. Jack was continuously hearing from his seminar attendees that, "I wish I could take you back to the bank with me." This is our main goal and objective. The company strives to give financial institutions all the tools and resources needed to comply with the ever changing laws and regulations.
Category: Financial Counselors
Services: Compliance Masters Group, Compliance Marketplace, In-House Training
Payment Mode: Visa, Mastercard, American Express, Personal Check, Invoice, ATM / Debit, Discover
Year Started: 2001
- Agency Bonds
- Asset Allocation
- Bonds
- Bonds Issued
- Business Banking
- Cash Flow Management
- Cash Management
- College Funding
- College Saving
- Commodities
- Corporate Bonds
- Debt Consolidation
- Diversification
- Divorce Planning
- Education Planning
- Equities
- Estate Conservation
- Estate Planning
- Futures
- Income Planning
- Individual Services
- Inheritance Planning
- Investment Banking
- IRAs
- Loans
- Long Term Planning
- Money Management
- Money Markets
- Personal Services
- Quotes
- Short Term Planning
- Stock
- Surety Bonds
- T Bonds
- Tax Exempt Bonds
- Tax Free Investments
- Treasury Bonds
- Wealth Management
- Wealth Planning
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