Ketron Financial LLC

Russell Ketron is a CFP® with over 56 years of industry experience. He is the principal of Ketron Financial LLC, where he has worked since 2024, following a 38-year tenure at Protected Investors of America and ten years at Western International Securities, Inc. Ketron Financial LLC serves individual and high-net-worth clients, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, estate transition planning, pension consulting, and third-party investment adviser selection. The firm manages approximately $300 million in discretionary assets and utilizes a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework.

Glen Calkins is a financial advisor at Ketron Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc. and Protected Investors of America. Ketron Financial serves individual and high-net-worth clients, pension plans, and charitable organizations, offering discretionary portfolio management along with financial planning and pension consulting. The firm applies a combination of fundamental, modern portfolio theory, and quantitative analysis with a long-term trading approach.

Courtenay Wise is a financial advisor at Ketron Financial LLC with nine years of industry experience and a Series 66 designation. Wise’s prior experience includes positions at Western International Securities, Inc. and Protected Investors of America. Outside of advisory work, Wise is also a licensed notary and holds a non-variable insurance license. Ketron Financial serves individual and high-net-worth clients, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, estate transition planning, and pension consulting. The firm applies a combination of fundamental, modern portfolio theory, and quantitative analysis with a long-term trading approach and manages roughly $300 million in discretionary assets.