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Kenneth Wesley Weik

WEIK CAPITAL MANAGEMENT, INC·WYOMISSING, Pennsylvania
Series 65Clean record7 years registeredWEIK CAPITAL MANAGEMENT, INC
18 COMMERCE DRIVE, WYOMISSING, PA 19610-1068CRD# 6861900Firm CRD# 107068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Wesley Weik · WYOMISSING, PA
Registration
CRD #6861900 · WEIK CAPITAL MANAGEMENT, INC · 7 years registered
Brand Profile
Not yet started
01

Career History

WEIK CAPITAL MANAGEMENT
Oct 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 16, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEIK CAPITAL MANAGEMENT, INC
CRD 107068 · SEC 801-30452
AUM
$278M
Regulatory assets under management
Employees
8
183 client accounts
Services offered by WEIK CAPITAL MANAGEMENT, INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WEIK CAPITAL MANAGEMENT, INC →
Introduction

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Frequently Asked Questions

What services does Kenneth Wesley Weik offer?
Kenneth Wesley Weik specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Kenneth Wesley Weik's credentials?
Kenneth Wesley Weik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Wesley Weik located?
Kenneth Wesley Weik is based in WYOMISSING, Pennsylvania, working with WEIK CAPITAL MANAGEMENT, INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Kenneth Wesley Weik charge for services?
Kenneth Wesley Weik'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 WEIK CAPITAL MANAGEMENT, INC?
WEIK CAPITAL MANAGEMENT, INC has approximately 8 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEIK CAPITAL MANAGEMENT, INC

James Francis Aten
WYOMISSING, PA
Laura Ann Novak
WYOMISSING, PA
Thomas Wilbur Weik
WYOMISSING, PA
Warren Wilbur Weik
WYOMISSING, PA

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Research
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