Stephanie Willison, financial advisor Greenwood IN
96 score

Stephanie Willison

CRD Number: 4619809
Current Firm: Treybourne Wealth Planners

Stephanie Willison (CRD# 4619809) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 15 years of experience in the finance industry. Stephanie Willison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sherman & Armbruster, Pc Greenwood, IN Dec 2010 - Current 6
Wealthpoint Advisors, LLC Indianapolis, IN Oct 2009 - Nov 2010 1
Rjp Investment Advisors, LLP Indianapolis, IN Oct 1999 - Oct 2009 10
Rj Pile & Company, LLC Indianapolis, IN Jun 1999 - Oct 2009 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Stephanie L. Willison
Phone Number: 317-881-6670
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $830,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, IN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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