Unclaimed Profile

Stephanie Lynn Willison

TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, Indiana

Series 65Clean record24 years registeredTREYBOURNE WEALTH PLANNERS, INC.

609 TREYBOURNE DR. SUITE B, GREENWOOD, IN 46142CRD# 4619809Firm CRD# 122730

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Lynn Willison · GREENWOOD, IN

Registration

CRD #4619809 · TREYBOURNE WEALTH PLANNERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Sep 2021 – present

TREYBOURNE WEALTH PLANNERS

Jan 2011 – Dec 2021

GREENWOOD, IN

WEALTHPOINT ADVISORS LLC

Sep 2009 – Jan 2011

INDIANAPOLIS, IN

RJP INVESTMENT ADVISORS, LLP

Jan 2002 – Oct 2009

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREYBOURNE WEALTH PLANNERS, INC.

CRD 122730 · SEC 801-64128

AUM

$422M

Regulatory assets under management

Employees

1,279 client accounts

Services offered by TREYBOURNE WEALTH PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TREYBOURNE WEALTH PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Stephanie Lynn Willison offer?

Stephanie Lynn Willison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, Indiana for a consultation.

What are Stephanie Lynn Willison's credentials?

Stephanie Lynn Willison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Lynn Willison located?

Stephanie Lynn Willison is based in GREENWOOD, Indiana, working with TREYBOURNE WEALTH PLANNERS, INC.. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.

How does Stephanie Lynn Willison charge for services?

Stephanie Lynn Willison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREYBOURNE WEALTH PLANNERS, INC.?

TREYBOURNE WEALTH PLANNERS, INC. has approximately 8 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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