Unclaimed Profile

Kimberly Weichel

FIRST SAVINGS FINANCIAL SERVICES, INC.·DOYLESTOWN, Pennsylvania

Clean recordFIRST SAVINGS FINANCIAL SERVICES, INC.

3969 DURHAM ROAD, DOYLESTOWN, PA 18902CRD# 5719231Firm CRD# 151715

Profile Verification

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

Identity

Kimberly Weichel · DOYLESTOWN, PA

Registration

CRD #5719231 · FIRST SAVINGS FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

AUM

$574M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5719231

Firm CRD# 151715

View on FINRA BrokerCheck →

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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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