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Wendy Helene Bennett

BENNETT ASSOCIATES WEALTH MANAGEMENT·BUTLER, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 66CFPClean record18 years registeredBENNETT ASSOCIATES WEALTH MANAGEMENT
122 S WASHINGTON STREET, BUTLER, PA 16001CRD# 3136798Firm CRD# 323846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Helene Bennett · BUTLER, PA
Registration
CRD #3136798 · BENNETT ASSOCIATES WEALTH MANAGEMENT · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BENNETT ASSOCIATES WEALTH MANAGEMENT
RANDALL & ASSOCIATES WEALTH MANAGEMENT
Feb 2023 – Dec 2025
BUTLER, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Nov 2015 – Feb 2023
BUTLER, PA
MORGAN STANLEY
Jun 2009 – Nov 2015
BUTLER, PA
CITIGROUP GLOBAL MARKETS INC.
Apr 2008 – Jun 2009
BUTLER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Series 66
Registration record
First registered · April 17, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BENNETT ASSOCIATES WEALTH MANAGEMENT
CRD 323846 · SEC 801-126966
AUM
$124M
Regulatory assets under management
Employees
3
549 client accounts
Services offered by BENNETT ASSOCIATES WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BENNETT ASSOCIATES WEALTH MANAGEMENT →
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05

Frequently Asked Questions

What services does Wendy Helene Bennett offer?
Wendy Helene Bennett specializes in Financial Planning, Investment Management.
What are Wendy Helene Bennett's credentials?
Wendy Helene Bennett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Wendy Helene Bennett located?
Wendy Helene Bennett is based in BUTLER, Pennsylvania, last registered with BENNETT ASSOCIATES WEALTH MANAGEMENT.
How does Wendy Helene Bennett charge for services?
Wendy Helene Bennett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENNETT ASSOCIATES WEALTH MANAGEMENT?
BENNETT ASSOCIATES WEALTH MANAGEMENT has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENNETT ASSOCIATES WEALTH MANAGEMENT

Collin Kenneth Randall
BUTLER, PA
CFPCFA

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