Unclaimed Profile

Edward Bruce Weick

WEICK & ASSOCIATES, INC.·ROMEO, Michigan

Series 65Clean record15 years registeredWEICK & ASSOCIATES, INC.

8800 PIPPEN ROAD, ROMEO, MI 48065CRD# 461464Firm CRD# 106230

Profile Verification

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

Identity

Edward Bruce Weick · ROMEO, MI

Registration

CRD #461464 · WEICK & ASSOCIATES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEICK & ASSOCIATES, INC.

WEICK & ASSOCIATES INC

Oct 2010 – Dec 2022

ROMEO, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 19, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEICK & ASSOCIATES, INC.

CRD 106230 · SEC 801-32397

AUM

$40M

Regulatory assets under management

Employees

18 client accounts

Services offered by WEICK & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEICK & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Bruce Weick offer?

Edward Bruce Weick specializes in Investment Management, Fee-Only Advisory.

What are Edward Bruce Weick's credentials?

Edward Bruce Weick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Bruce Weick located?

Edward Bruce Weick is based in ROMEO, Michigan, last registered with WEICK & ASSOCIATES, INC..

How does Edward Bruce Weick charge for services?

Edward Bruce Weick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEICK & ASSOCIATES, INC.?

WEICK & ASSOCIATES, INC. has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Michigan

GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)

City Guides

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Research

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