Itrust Asset Management, LLC

iTrust Asset Management, LLC, led by William Beltzhoover Conner, offers financial advisory services in Lexington, Kentucky. Mr. Conner, with a background in civil engineering, has been a financial advisor since 1991 and holds various licenses and professional designations. The firm's services cover asset management, risk assessment, investment strategies, retirement planning, estate planning, and more. Clients can benefit from Mr. Conner's expertise in taxation, insurance products, and regulatory compliance. There are no disciplinary events related to Mr. Conner, and he is also a licensed insurance agent and registered representative of LPL Financial LLC. While he may earn commissions from insurance and securities transactions, he does not receive additional compensation beyond advisory fees. Mr. Conner's activities are supervised by Todd Stricklin, ensuring compliance with regulations and ethical standards. As a fiduciary, Mr. Conner prioritizes clients' best interests and has not been involved in any significant legal or financial disputes. Clients can reach out to Mr. Stricklin for any inquiries regarding Mr. Conner's services.