Trenton Stuckey
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Fort Wayne, IN 46825
Credentials
Series 63, Series 65
Industry experience
31 years
About
Trenton Stuckey is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1994 following his graduation from Butler University, he has provided a broad range of financial services to clients. His areas of expertise include wealth management, retirement income planning, college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization.
Trenton is a qualified Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation, as well as Series 7, Series 9, Series 10, Series 63, and Series 65 FINRA registrations, and an Indiana Life and Health Insurance license.
In addition to his professional responsibilities, Trenton is involved in the community as a board member of the Community Foundation of DeKalb County and DeKalb Health. He previously served as a board member of the Red Cross of Northeast Indiana. He resides in Auburn, Indiana, with his wife Jennifer and their four children.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Work history
Bank Of America, N.A.
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1994 - Present (32 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Ryan K
CFP®
Fort Wayne, IN
Arena Wealth Management LLC
Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.
Colleen M
Series 66
Fort Wayne, IN
Edward Jones
Quinn N
Series 66
Fort Wayne, IN
Edward Jones
Sun P
CFP®, Series 63, Series 66
Fort Wayne, IN
Edward Jones
Kevin R
Series 66
Fort Wayne, IN
Edward Jones
Justin M
Series 66
Fort Wayne, IN
Edward Jones
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