Unclaimed Profile

Paula Jean Wiiken

WIIKEN & GORMAN LLC·PETALUMA, California

Clean recordWIIKEN & GORMAN LLC

775 BAYWOOD DRIVE, PETALUMA, CA 94954CRD# 2298773Firm CRD# 111699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paula Jean Wiiken · PETALUMA, CA

Registration

CRD #2298773 · WIIKEN & GORMAN LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paula Jean Wiiken is a registered financial advisor based in PETALUMA, California, affiliated with WIIKEN & GORMAN LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WIIKEN & GORMAN LLC

AUM

$282M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WIIKEN & GORMAN LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2298773

Firm CRD# 111699

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paula Jean Wiiken offer?

Paula Jean Wiiken specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Paula Jean Wiiken's credentials?

Paula Jean Wiiken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paula Jean Wiiken located?

Paula Jean Wiiken is based in PETALUMA, California, working with WIIKEN & GORMAN LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.

How does Paula Jean Wiiken charge for services?

Paula Jean Wiiken's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WIIKEN & GORMAN LLC?

WIIKEN & GORMAN LLC has approximately 2 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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