Entrust Financial, LLC

Entrust Financial, LLC (CRD# 174694) is a financial advisory firm headquartered in Wayne, PA. They manage $104,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $189,091
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Entrust Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jennifer M. Bravo
CRD#: 5857778
940 West Valley Road, Suite 1902, Wayne, PA 19087
96
Wealthminder
score

Jennifer Bravo (CRD# 5857778) is an Investment Advisor Representative working at Entrust Financial, LLC in Wayne, PA and has over 6 years of experience in the finance industry. Jennifer Bravo 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.

2
Mckenzie J. Frankel
CRD#: 4991378
940 West Valley Road, Suite 1902, Wayne, PA 19087
96
Wealthminder
score

Mckenzie Frankel (CRD# 4991378) is an Investment Advisor Representative working at Entrust Financial, LLC in Wayne, PA and has over 12 years of experience in the finance industry. Mckenzie Frankel 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.

3
Kelly A. Gentles
CRD#: 2464373
940 West Valley Road, Suite 1902, Wayne, PA 19087
93
Wealthminder
score

Kelly Gentles (CRD# 2464373) is an Investment Advisor Representative working at Entrust Financial, LLC in Wayne, PA and has over 12 years of experience in the finance industry.

4
Emanuel P. Sachse
CRD#: 6591710
940 West Valley Road, Suite 1902, Wayne, PA 19087
87
Wealthminder
score

Emanuel Sachse (CRD# 6591710) is an Investment Advisor Representative working at Entrust Financial, LLC in Wayne, PA and has 1 year of experience in the finance industry.

5
Joslyn G. Ewart
CRD#: 2232801
940 West Valley Road, Suite 1902, Wayne, PA 19087
86
Wealthminder
score

Joslyn Ewart (CRD# 2232801) is an Investment Advisor Representative working at Entrust Financial, LLC in Wayne, PA and has over 21 years of experience in the finance industry. Joslyn Ewart 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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