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Jared K

Series 66

Lagrange, KY

PNC Wealth Management

Jared Kemper is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked previously at Mercer and Gannett Co., Inc., as well as at Bellarmine University. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Stephan U

Series 63, Series 65, Series 66

Lagrange, KY

PNC Wealth Management

Stephan Unger is a financial advisor with PNC Wealth Management, holding Series 63, 65, and 66 designations and 21 years of industry experience. He has been with PNC Investments since 2015 and previously worked at PNC Bank. Outside of his advisory role, he is a member of Dabbling Angler Fishing, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and delegates portfolio management to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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William K

Series 63, Series 65

Lagrange, KY

PNC Wealth Management

William Kemper is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory work, he has a family vacation property ownership interest. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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