Newport, KY Office

Team
Updated today

Client AUM

$285,875,773

Clients

1,627

Advisors

2

Of 51 advisors across 25 offices

Location

103 Churchill Dr

Newport KY 41071

Advisors at this office

2

Advisors at this office

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Wendell R

Series 63, Series 65

Newport, KY

Wesbanco Securities, Inc.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Carson K

Series 66

Newport, KY

Wesbanco Securities, Inc.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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