Enlightnu Wealth LLC

Abraham Fitzpatrick is a Series 66 licensed advisor at Enlightnu Wealth LLC with one year of industry experience. His previous roles include positions at Bankers Life Securities, Inc., Bankers Life and Casualty Company, and Portland Community College. He has also worked with Oregon Public Broadcasting and Ray Peel Inc. outside the financial sector. Enlightnu Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using fundamental analysis, may engage sub-advisors, and operates with multiple principals, some of whom are involved in affiliated insurance and Medicare-related businesses.

Adrian Kennedy is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Enlightnu Wealth LLC. His prior work includes roles at firms such as Ally Invest Securities LLC and The Retirement Planning Group, LLC. Outside of financial advising, he is also involved with Allied Universal Event Services. Enlightnu Wealth LLC is a multi-advisor firm that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis to guide investment decisions and works with sub-advisors, offering financial planning at no additional cost as part of its services.

Eric Koford is a financial advisor with Enlightnu Wealth LLC, holding Series 63, 65, and 66 licenses and having 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Fidelity, Morgan Stanley, and other wealth management firms. Enlightnu Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using fundamental analysis, employs sub-advisors, and integrates affiliated insurance and Medicare-related businesses among its principals.

Zachary Russell is a financial advisor at EnlightnU Wealth LLC with a Series 66 designation and one year of industry experience. His background includes roles at MedicareSchool.com and Bankers Life companies, among others. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing portfolios through fundamental analysis and sub-advisors under discretionary authority. The firm operates with multiple principals and integrates affiliated insurance and Medicare-related businesses within its structure.

Marvin Musick Jr. is a financial advisor at Enlightnu Wealth LLC with five years of industry experience and a Series 65 credential. He has worked at several firms, including Sequent Planning, LLC and Wise Wealth, LLC. Outside of his advisory role, he is the owner and agent of MedicareSchool.com, where he provides Medicare insurance planning and enrolls clients in Medicare Advantage, Supplemental, and Rx Part D plans. Enlightnu Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis for investment selection, may engage sub-advisors, and provides financial planning at no extra cost.

Patrick Ishmael is a financial advisor at Enlightnu Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and the Show-Me Institute. Outside of advisory work, he is the founder and owner of Pie KC LLC, a real estate investment firm. Enlightnu Wealth LLC provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis in portfolio management and features multiple principals, some of whom also engage in affiliated insurance and Medicare-related businesses.