Peoria, IL West Glen Avenue Office
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PNC Wealth Management
Enterprise
Firm-wide stats for PNC Wealth Management
About
PNC Wealth Management provides retail brokerage and advisory services through several model‑based programs. The brochure describes the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account currently offered as an invitation‑only employee pilot that requires existing PNC Bank online‑banking credentials.
The program implements investments via approved model strategies managed by PNC or third‑party strategists and executed by an investment delegate using mutual funds and ETFs, with annual rebalancing and no ability for clients to trade individual securities or use margin. Enrollment and model selection rely on an algorithmic digital questionnaire that recommends a risk band; the offering assesses fees as a percentage of assets and does not provide standalone financial planning services in this product.
Distinctive features noted in the brochure include the employee‑only pilot structure and the firm’s disclosure of affiliated cash‑sweep and revenue‑sharing arrangements (including use of PNC Bank’s deposit sweep and selection of “approved” mutual fund share classes), which can influence fund selection and cash management. The firm also delegates portfolio implementation and proxy voting to third parties (Envestnet and Glass‑Lewis), and flags algorithm risk and limited direct client contact with strategists, factors that may affect execution and oversight relative to some peers.
Based on PNC Wealth Management
Expertise
Based on PNC Wealth Management
Location
1100 West Glen Avenue
Peoria IL 61614
Advisors at this office
3
Advisors at this office
Austin K
Series 66
Peoria, IL
PNC Wealth Management
Austin Krohe is a Series 66-licensed financial advisor at PNC Wealth Management with one year of industry experience. He previously worked at Hughes Tenney Postlewait & Coale, LLC for five years before joining PNC Bank and subsequently moving to PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to certain employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with annual rebalancing and algorithm-driven portfolio recommendations.
Jasen B
Series 66
Peoria, IL
PNC Wealth Management
Jasen Barnhart is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. He has worked with PNC Investments since 2022 and previously held roles at PNC Bank, Uftring Nissan, and Weaver Ridge Golf Club. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist pilot that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.
Ronald R
Series 66
Peoria, IL
PNC Wealth Management
Ronald Rotondo Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Best Buy, Insurance Services Incorporated, and Ameritas Investment Corp. Outside of finance, he is a professional musician involved with Ron Rotondo Music. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.
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