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Wendell Bunch

Advisor at Cetera

Updated today

Location

Scottsville, KY

Credentials

Series 63, Series 66

Industry experience

17 years

About

Wendell Bunch is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes roles at Fifth Third Bank and CUNA Brokerage Services, among others. Wendell is also associated with Abound Credit Union. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a comprehensive advisory platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Scottsville, KY

Most active in

Kentucky

Work history

Cetera Investment Services Llc

2022 - Present (4 years)

Cetera

2022 - Present (4 years)

Abound Credit Union

2021 - Present (5 years)

CUNA Brokerage Services, Inc.

2021 - 2022 (1 year)

CUNA Mutual Group

2021 - 2022 (1 year)

Unemployed

2020 - 2021 (1 year)

FIFTH THIRD BANK

2018 - 2020 (2 years)

Fifth Third Securities

2018 - 2020 (2 years)

Global Motor Sports

2018 - 2018 (1 year)

CUNA Brokerage Services, Inc.

2017 - 2018 (1 year)

Southeast Financial CU

2017 - 2018 (1 year)

Fifth Third Securities

2008 - 2017 (9 years)

FIFTH THIRD BANK

2007 - 2017 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan R

Series 63, Series 66

Scottsville, KY

Edward Jones

Jonathan Ross is a financial advisor with Edward Jones in Scottsville, KY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2005. Ross serves as a board member of the Glasgow Golf & Country Club, participating in monthly operational and budgetary decisions. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Timothy R

Series 63

Alvaton, KY

LPL Financial

Timothy Risher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades before joining LPL Financial in 2020. Outside of his advisory work, he co-owns a farm in Scottsville, Kentucky, where hay is raised. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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