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Kimberly Weichel

FIRST SAVINGS FINANCIAL SERVICES, INC.·DOYLESTOWN, Pennsylvania
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3969 DURHAM ROAD, DOYLESTOWN, PA 18902CRD# 5719231Firm CRD# 151715
01

About

Kimberly Weichel is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with FIRST SAVINGS FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PENN INVESTMENT ADVISORS, INC.
PENN INVESTMENT ADVISORS, INC.
AUM
$574M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PENN INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5719231
Firm CRD# 151715
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Weichel offer?
Kimberly Weichel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.
What are Kimberly Weichel's credentials?
Kimberly Weichel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Weichel located?
Kimberly Weichel is based in DOYLESTOWN, Pennsylvania, working with FIRST SAVINGS FINANCIAL SERVICES, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.
How does Kimberly Weichel charge for services?
Kimberly Weichel'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 FIRST SAVINGS FINANCIAL SERVICES, INC.?
FIRST SAVINGS FINANCIAL SERVICES, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DOYLESTOWN
Stephanie M Schwartzberg — PENN INVESTMENT ADVISORS, INC.Charles Fox Steege — SFG INVESTMENT ADVISORS, INC.Kelly Jay Groff — SFG INVESTMENT ADVISORS, INC.Susan Mathers Steege — SFG INVESTMENT ADVISORS, INC.Martin Floyd Kurtz — THE MARSHALL FINANCIAL GROUP, INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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