Claim Profile
KW

Kenneth Wesley Weik

WEIK CAPITAL MANAGEMENT, INC·WYOMISSING, Pennsylvania
Unclaimed Profile
18 COMMERCE DRIVE, WYOMISSING, PA 19610-1068CRD# 6861900Firm CRD# 107068
01

About

Kenneth Wesley Weik is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with WEIK CAPITAL MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEIK CAPITAL MANAGEMENT, INC
WEIK CAPITAL MANAGEMENT
AUM
$278M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6861900
Firm CRD# 107068
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WYOMISSING?

Browse all registered financial advisors in WYOMISSING, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty