Unclaimed Profile

Joan Clare Wenglikowski

WACKER WEALTH PARTNERS, LLC·SAN LUIS OBISPO, California

Clean record17 years registeredWACKER WEALTH PARTNERS, LLC

892 AEROVISTA PLACE, SAN LUIS OBISPO, CA 93401CRD# 5488497Firm CRD# 145931

Profile Verification

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

Identity

Joan Clare Wenglikowski · SAN LUIS OBISPO, CA

Registration

CRD #5488497 · WACKER WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Apr 2024 – present

WACKER WEALTH PARTNERS, LLC

Nov 2008 – Apr 2024

SAN LUIS OBISPO, CA

Registrations & Exams

Registration record

First registered · November 10, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WACKER WEALTH PARTNERS, LLC

CRD 145931 · SEC 801-68752

AUM

$1.1B

Regulatory assets under management

Employees

723 client accounts

Services offered by WACKER WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WACKER WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Joan Clare Wenglikowski offer?

Joan Clare Wenglikowski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Joan Clare Wenglikowski's credentials?

Joan Clare Wenglikowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joan Clare Wenglikowski located?

Joan Clare Wenglikowski is based in SAN LUIS OBISPO, California, working with WACKER WEALTH PARTNERS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Joan Clare Wenglikowski charge for services?

Joan Clare Wenglikowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WACKER WEALTH PARTNERS, LLC?

WACKER WEALTH PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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