A plan for today, tomorrow and generations to come

The Cunningham Financial Group

Pursuing your goals together

By positioning your needs and goals first, incorporating liquidity, longevity and legacy strategies into our planning model, we believe we can create a pathway to your retirement and the sharing of wealth over several generations.

We receive the greatest satisfaction from helping our clients feel more confident about their future. That’s why we’re committed to helping you make the best possible choices today and tomorrow. Here’s what you can expect from our relationship:

Integrity. Earning your trust is the most important thing we do every day.

Communication. We pride ourselves on providing regular updates, returned calls and timely responses to your questions or concerns.

Clarity. Whether we’re discussing risk, performance or and investment strategy, our conversations will always be straightforward so you can clearly understand our approach and reasoning behind our recommendations.

  • John Cunningham

    John Cunningham

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MN
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI

    As the founder of The Cunningham King Wealth Management Group, John brings four decades of experience providing financial guidance to individuals and families that are comfortably wealthy. John prides himself on being able to focus on what’s important to you, helping you organize your financial life, and assist you in exploring and pursing your wealth management needs and goals over different time frames.

    He began his career in 1982 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000 J.C. Bradford & Company was sold to Paine Webber which became UBS later that year. John focuses on the investments and performance of client portfolios.

    John serves on the Assumption High School Investment Committee and Capital Campaign Board.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of Louisville
      Investing
      Custom portfolios
      Sustainable investing
      Multi-generational families
      Business owners
      Professionals
      Family Offices
      Corporate executives
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
    • Tracy King

      Tracy King, CFP

      First Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MT
      • NC
      • NJ
      • OH
      • OK
      • OR
      • SC
      • TN
      • TX
      • VA
      • WA
      • WI

      Tracy has more than 29 years of experience providing financial guidance and is prepared to create a comprehensive financial plan designed to manage your wealth, with your life in mind. She works with clients to develop financial plans that capture and review their financial goals, savings strategies, investments, debt, risk management and estate planning.  She provides holistic advice and guidance for all financial planning by meeting with clients and their CPAs, attorneys and families. She receives the greatest satisfaction from helping our clients feel more confident about their future.

      Tracy is a graduate of the University of Louisville with a Bachelors of Science in Business Administration.

      She holds the Series 7, 66 securities licenses as well as life, health, annuity insurance licenses and attained the CERTIFIED FINANCIAL PLANNER™CFP® designation in 2010.

       

        • University of Louisville, Bachelors of Science in Business Administration
        • CERTIFIED FINANCIAL PLANNER™
        Financial planning
        Education planning
        Retirement planning
        Estate planning strategies
        Cash management
        Multi-generational families
        Women investors
        Professionals
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
      • Kristin Rowan

        Kristin Rowan

        Team Administrator

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        • CA
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MD
        • NJ
        • OK
        • OR

        Kristin joined The Cunningham King Wealth Management Group in September 2004 and has 20 years experiences in the financial services industry.  As the Team Administrator, Kristin oversees the daily operations of the team and the service to our clients. She is also responsible for scheduling and event planning. She prides herself on providing regular updates, returned calls and timely responses to your questions or concerns. She is a graduate of Spalding University with a Bachelors of Science in Business Administration. Kristin has an Associates Degree in Journalism from Indiana University.

        She holds her Series 7, 63 and 66 securities licenses.

          • Spalding University, Bachelors of Science in Business Administration
          • Indiana University, Associates Degree in Journalism
            Banking
            Lending services
            Securities-backed lending
            Education planning
            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
          • Sam

            Samuel Weining

            Client Associate

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            • KY

            Samuel Weining, joined The Cunningham King Wealth Management Group in May 2021 as an intern.  As a Client Associate, Sam will focus on financial planning and preparing reports for client meetings. Sam will assist in providing administrative services to our clients including processing disbursements, charitable donations, client on-boarding and online services. He is a graduate of Campbellsville University with a Masters in Business Administration.

             

            He holds his Series 7 and 66 securities license.

             

              • Campbellsville University , Bachelors of Science Business Administration with Emphasis in Management
                Cash management
                Financial planning
                Education planning
                500 N Hurstbourne Pkwy
                Suite 300
                Louisville, KY 40222

              Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

              Family photos

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Retirement Couple

              Retirement readiness

              Who we work with

              Who we work with

              Multigenerational wealth planning

              Multigenerational wealth planning

              A way forward

              Understanding your life, your wealth and what you want to accomplish.

              We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

              Let's talk about how we can help you plan for the life you want

              Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

              The proof is in our numbers

              104

              Collective years of experience

              28

              Years in business as a team


              Insights