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Roger W. Wesnitzer

PINNACLE WEST ASSET MANAGEMENT INC·CASPER, Wyoming
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152 N. DURBIN STREET, CASPER, WY 82601CRD# 4472812Firm CRD# 106527
01

About

Roger W. Wesnitzer is a registered financial advisor based in CASPER, Wyoming, affiliated with PINNACLE WEST ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PINNACLE WEST ASSET MANAGEMENT INC
PINNACLE WEST ASSET MANAGEMENT INC
AUM
$202M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PINNACLE WEST ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4472812
Firm CRD# 106527
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger W. Wesnitzer offer?
Roger W. Wesnitzer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CASPER, Wyoming for a consultation.
What are Roger W. Wesnitzer's credentials?
Roger W. Wesnitzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger W. Wesnitzer located?
Roger W. Wesnitzer is based in CASPER, Wyoming, working with PINNACLE WEST ASSET MANAGEMENT INC. Their office serves clients in the CASPER metropolitan area and surrounding communities.
How does Roger W. Wesnitzer charge for services?
Roger W. Wesnitzer'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 PINNACLE WEST ASSET MANAGEMENT INC?
PINNACLE WEST ASSET MANAGEMENT INC has approximately 3 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CASPER
Eddie Benjamin Rivera — MUTUAL ADVISORS, LLCConnie Ashmore Brezik — ASSET STRATEGIES, INC.Kathryn Kindl Norris — ASSET STRATEGIES, INC.Tom R Creager — PINNACLE WEST ASSET MANAGEMENT INCEdwin Clifton Hodder — MUTUAL ADVISORS, LLC
Nearby cities in Wyoming
SHERIDAN (54)JACKSON (51)WILSON (26)CHEYENNE (24)LARAMIE (9)
City Guides
SHERIDAN GuideJACKSON GuideWILSON GuideCHEYENNE GuideLARAMIE Guide
Research
Advisor Fees in WyomingNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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