Courtenay A. Wise
Investment adviser representative at Ketron Financial LLC
11 yearsExperience
1 stateRegistered in
$384MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- LPL Financial LLCJun 2025 to now
- Ketron Financial LLCSep 2015 to now
- Western International Securities, Inc.Jun 2016 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ketron Financial LLC
$384MAssets managed
262Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6556497
- Firm CRD
- 330807