Jereme Sebastian Ransick

Employer firm

Principled Wealth Advisors, LLC CRD 138143

$252M regulatory AUM

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

• 11/2005 → Present
  Principled Wealth Advisors
  Covington, KY
• 11/2005 → 03/2026
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2005-11-21 → 2026-04-01
  Commonwealth Financial Network
  Covington, KY
• 2004-06-18 → 2005-11-22
  Osaic Fa, Inc.
  Covington, KY

Other Businesses

1. Owner, Principled Wealth Advisors, LLC: Investment related: Covington, Kentucky; entity created to facilitate advisory business, as of 01/20/2016, 100% of time spent during business hours, Investment related. 2. Insurance Agent: Fixed insurance sales; as of 02/12/2024; 1% time spent during securities trading hours; Covington, KY; Investment related; agent 3. Co-Owner, Hog Gap Hollow, LLC; an entity created for the purpose of buying and managing real estate in Lee County, KY, as of 01/18/2025; 0% time spent during business hours; Investment related. 4. Owner, Cruxstone, LLC; an entity created for the purpose of owning real estate in Lee County, KY; as of 1/31/2026; 0% time spent during business hours; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-17

Designations

• Certified Financial Planner