Unclaimed Profile

Markku Taneli Happonen

WEALTH MANAGEMENT SOLUTIONS LLC·EXTON, Pennsylvania

SIE, Series 7, Series 66CFP ChFCClean record16 years registeredWEALTH MANAGEMENT SOLUTIONS LLC

300 NORTH POTTSTOWN PIKE, EXTON, PA 19341CRD# 4312993Firm CRD# 264793

Profile Verification

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

Identity

Markku Taneli Happonen · EXTON, PA

Registration

CRD #4312993 · WEALTH MANAGEMENT SOLUTIONS LLC · 16 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

May 2024 – present

WEALTH MANAGEMENT SOLUTIONS

Nov 2015 – Aug 2024

EXTON, PA

LPL FINANCIAL LLC

Jul 2012 – May 2013

WAYNE, PA

THE WHARTON ADVISORY GROUP, LLC

May 2012 – Nov 2015

WAYNE, PA

MARKET STREET WEALTH MANAGEMENT

Jan 2011 – Nov 2012

WEST CHESTER, PA

USA FINANCIAL SECURITIES CORPORATION

Apr 2010 – Dec 2010

WEST CHESTER, PA

ING FINANCIAL PARTNERS, INC

Jan 2010 – Apr 2010

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 12, 2010

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT SOLUTIONS LLC

CRD 264793 · SEC 801-106607

AUM

$389M

Regulatory assets under management

Employees

1,803 client accounts

Services offered by WEALTH MANAGEMENT SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Markku Taneli Happonen offer?

Markku Taneli Happonen specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Markku Taneli Happonen's credentials?

Markku Taneli Happonen holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Markku Taneli Happonen located?

Markku Taneli Happonen is based in EXTON, Pennsylvania, working with WEALTH MANAGEMENT SOLUTIONS LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Markku Taneli Happonen charge for services?

Markku Taneli Happonen'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 WEALTH MANAGEMENT SOLUTIONS LLC?

WEALTH MANAGEMENT SOLUTIONS LLC has approximately 6 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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