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Tracy Marie Weick

WEICK & ASSOCIATES, INC.·ROMEO, Michigan
Clean recordWEICK & ASSOCIATES, INC.
8800 PIPPEN ROAD, ROMEO, MI 48065CRD# 4350350Firm CRD# 106230

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy Marie Weick · ROMEO, MI
Registration
CRD #4350350 · WEICK & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Tracy Marie Weick is a registered financial advisor based in ROMEO, Michigan, affiliated with WEICK & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WEICK & ASSOCIATES, INC.
WEICK & ASSOCIATES INC
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEICK & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4350350
Firm CRD# 106230
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Marie Weick offer?
Tracy Marie Weick specializes in Investment Management, Fee-Only Advisory. Contact their office in ROMEO, Michigan for a consultation.
What are Tracy Marie Weick's credentials?
Tracy Marie Weick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Marie Weick located?
Tracy Marie Weick is based in ROMEO, Michigan, working with WEICK & ASSOCIATES, INC.. Their office serves clients in the ROMEO metropolitan area and surrounding communities.
How does Tracy Marie Weick charge for services?
Tracy Marie 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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Other Advisors at WEICK & ASSOCIATES, INC.

Edward Bruce Weick
ROMEO, MI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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