Lenora Theresa Trachsel

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1988 → Present
  Edward D. Jones & Co., L.P.
  Georgetown, KY

Other Businesses

COMMERCIAL REAL ESTATE GEORGETOWN, KY 40324 STARTED: 5/1/1990 OWNER 1 HR WORKED/WEEK INSURANCE & TAXES. **** CONSULTING SERVICE. **** LMT Property LLC Type of business: Rental Georgetown, KY Start date: 1/8/2015 Member/Owner Hours per week: 1 Hours during trading: 0 Owner maintain property **** Trachsel Farm, LLC Type of business: Breeding /Racing Thoroughbreds Georgetown, KY Start date: 12/18/2013 owner/member Hours per week: 1 Hours during trading: 0 Maintain property - Making breeding decisions & racing decisions. **** Lane's Run Business Park Georgetown, KY Start date: 12/1/2006 Board Member Hours per week: 0 Hours during trading: 0 attend meetings and serve as Vice President

Exams

• S66 Uniform Combined State Law Examination
  2006-12-07
• S63 Uniform Securities Agent State Law Examination
  1988-10-07

Designations

• Certified Financial Planner

Other Names

• Lenora Theresa Traschel
• Lenora Theresa Gagliardi
• Lenora T Traschel