FINANCIAL SERVICES GROUP

Financial Services Group is a Cetera Investment Services LLC program of investment professionals looking to add even more value to your experience at The Bank of Kentucky.  Some may say that planning for the future is time consuming and complicated.  However, our team is fully licensed and registered with the appropriate agencies in order to make this process easy for you.  We are dedicated to helping you identify and create a financial plan that best meets your individual needs. 

 

We have the resources you need to make sound investment decisions with regard to retirement planning, insurance needs, education expenses, and much more.  Our broad selection of investment products, including securities, life insurance and annuities are offered through Cetera Investment Services LLC, member FINRA/SIPC.  Additionally, advisory services are offered through Cetera Investment Advisers LLC.  Most of all, we place great emphasis on our quality of service, responsiveness of our operations, and expertise of our team.

 

To learn more about Financial Services Group or to schedule an appointment, please contact Rachel King, Administrative Assistant, at 859-372-2200.

Cetera Investment Services LLC is a registered broker/dealer.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with The Bank of Kentucky where investment services are offered.  Investments are: • Not FDIC insured • May go down in value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Advisers LLC IAR Discretionary Authorization and Disclosure Brochure as provided.

Services Agreement and disclosure brochure as provided.

Member SIPC / FINRA

View Cetera Investment Services LLC privacy policy and other important information.

Registered Location: 111 Lookout Farm Drive, Crestview Hills, KY 41017

 

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States

 

 

Julie Dusing, CFP® Financial Consultant
Julie Dusing, CFP® Financial Consultant
859-372-2253
julie.dusing@ceterais.com

Julie is a financial professional of the Financial Services Group located at The Bank of Kentucky, Inc.  She specializes in developing and implementing financial planning services used with both individuals and business clients in planning for long range financial goals. She has been a Certified Financial Planner® since January 2006 and also holds Series 7, 63, 65 and Insurance licenses.

Julie worked previously with Tapke Asset Management as the Director of Financial Planning prior to her joining the Financial Services Group in 2009.  She is a graduate of Centre College and holds a Bachelor of Arts degree in Economics and International Relations.  In 2006 she also graduated from Leadership Northern Kentucky.

Julie has extensive experience in community service and leadership having held executive positions with organizations such as:

  • Big Brother, Big Sisters of Greater Cincinnati
  • Welcome House of Northern Kentucky
  • St. Elizabeth Healthcare Foundation, and
  • Northern Kentucky Estate Planning Council.

Julie and her husband, Ben, reside in Ft. Mitchell, KY with their children.

 

Jim Owens, CFP® Financial Consultant
Jim Owens, CFP® Financial Consultant
859-282-1795
jim.owens@ceterais.com

Jim is a financial professional of the Financial Services Group located at The Bank of Kentucky.  He has been an employee of The Bank since April 2007, where prior to taking on his current role, he held a position of Branch Manager at the Edgewood branch.

Jim is a graduate of Centre College and holds a bachelor’s degree in both psychology and religion.  In addition to holding several securities and insurance licenses, he recently completed his Certified Financial Planning Accreditation.  He currently sits on the board of Covington Partners and was previously involved with New Perceptions in Northern Kentucky.

Jim and his wife, Abby, reside in Florence, KY with their two children William and Gwenyth.

Rachel King, Administrative Assistant
859-372-2200
Rachel.King@primevest.com