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William Beltzhoover Conner

Itrust Asset Management, LLC

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About William Beltzhoover Conner

William Conner has over 30 years of experience in the financial services industry. William is a registered representative with iTrust Asset Management, LLC and provides a range of financial services including portfolio management, financial planning, and pension consulting. William Conner specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.

Firm Information

William Conner is currently registered with Itrust Asset Management, LLC. Itrust Asset Management, LLC is a Lexington, KY-based firm with 3 licensed agents. The firm manages $176,025,488 in regulatory assets, primarily for individuals (87% of the total) and pension & profit sharing plans (18%). The firm also offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
Itrust Asset Management, LLC

3320 TATES CREEK ROAD

LEXINGTON, KY 40502

$176.03M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Conner’s Registration & Firm History

KY

03/21/2023 - Present

Itrust Asset Management, LLC (LEXINGTON KY)

KY

08/02/2002 - 05/23/2012

MORGAN KEEGAN & COMPANY, INC. (LEXINGTON KY)

KY

09/03/1991 - 08/05/2002

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 11/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/30/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for William Beltzhoover Conner. Review regulatory record here.
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