Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
17 years
Location
Scottsville, KY
Cetera
Institution
Wendell Bunch is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at Cetera, Abound Credit Union, CUNA Brokerage Services, and Fifth Third Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Scottsville, KY
Scottsville KY
Advisors at this office
1
Kentucky
17 years of industry experience
Cetera Investment Services Llc
2022 - Present • 4 years
Saint Cloud, MN
Cetera
2022 - Present • 4 years
Glasgow, KY
Abound Credit Union
2021 - Present • 5 years
Glasgow, KY
CUNA Brokerage Services, Inc.
2021 - 2022 • 1 year
Waverly, IA
CUNA Mutual Group
2021 - 2022 • 1 year
Waverly, IA
Unemployed
2020 - 2021 • 1 year
Glasgow, KY
FIFTH THIRD BANK
2018 - 2020 • 2 years
Venice, FL
Fifth Third Securities
2018 - 2020 • 2 years
Venice, FL
Global Motor Sports
2018 - 2018 • 1 year
Brentwood, TN
CUNA Brokerage Services, Inc.
2017 - 2018 • 1 year
Waverly, IA
Southeast Financial CU
2017 - 2018 • 1 year
Brentwood, TN
Fifth Third Securities
2008 - 2017 • 9 years
Fort Myers, FL
FIFTH THIRD BANK
2007 - 2017 • 10 years
Fort Myers, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Series 63
Alvaton, KY
LPL Financial
Timothy Risher is a financial advisor with LPL Financial, holding a Series 63 designation and 37 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 advisory work, he co-owns a farm in Scottsville, Kentucky, where he raises hay. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, research, and various management strategies.
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