William Ryan Finnell

Employer firm

Proactive Wealth Management CRD 273028

225 advisory clients

Reported services (Item 5G)

• 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

• 05/2012 → 08/2023
  American Equity Investment Corp.
  New Albany, IN
• 09/2015 → Present
  Proactive Wealth Management
  Lexington, KY

Previous Registrations

• 2012-05-02 → 2015-09-03
  Retirement Tax Advisory Group
  Lexington, KY
• 2012-01-06 → 2012-05-02
  Transamerica Financial Advisors, Llc
  Lawrenceburg, KY
• 2008-07-22 → 2012-01-06
  Investment Advisors International, Inc.
  Lexington, KY

Other Businesses

Mr. Finnell is a independent licensed insurance agent. This is not an investment related business that is operated from his existing business address. Mr. Finnell sends approximately 1 hour per month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-27
• S63 Uniform Securities Agent State Law Examination
  1995-10-19

Other Names

• William Finnell