William Beltzhoover Conner

Employer firm

Itrust Asset Management, LLC CRD 164193

$212M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2007 → 07/2024
  Aarons Sales & Lease Ownership
  Maysville, KY
• 05/2012 → Present
  Lpl Financial Llc
  Lexington, KY
• 05/2012 → Present
  Itrust Asset Management, Llc
  Lexington, KY

Previous Registrations

• 2012-05-25 → 2022-12-31
  Itrust Asset Management, Llc
  Lexington, KY
  Lexington, KY
• 2004-03-22 → 2012-05-23
  Morgan Keegan & Company, Llc
  Lexington, KY
  Lexington, KY

Other Businesses

1. 05/29/2012: iTrust Asset Management - Registered Investment Advisor Hybrid - DBA: iTrustAssetManagement - Investment Related - At Reported Business Location(s) - 50% Time Spent - Portfolio Management, Asset Management, Pension Consulting, Financial Planning 2. 01/18/2013: iTrust Asset Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 01/29/2013: WILLIAM B CONNER - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 2% Time Spent - INDEPENDENT INSURANCE AGENT: Life, Health, Disability, LTC 4. 07/02/2013: Nina Farm LLC - Farm - Investment Related - At Reported Business Location(s) - No Time Spent - owner of farm property 5. 11/11/2016: CATAHOULA LAND PLANTATION, INC - Family Business - Not Investment Related - 3320 TATES CREEK ROAD, LEXINGTON, KY 40502 - Start 01/01/1997 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Co-owner 6. 11/08/2019 - Green Leaves, Inc. - Not investment related - 303 S Rankins St., Natchez, MS 39120 - Business Entity For Tax/Investment Purposes Only - start date:01/01/2012 - 1 hr/mo - 0 hrs during trading. 7. 4/6/2020 - WILLSON PROPERTY, LLC - Investment Related - Morehead, KY 40351 & Mt Sterling, KY 40353 - Real Estate Rental - Started 05/01/2012 - 1 Hour Per Month/0 Hours During Securities Trading - WILLSON PROPERTY LLC OWNS ONE COMMERCIAL BUILDING, and a commercial building lot.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1991-09-13

Other Names

• Bill Conner
• William B Conner