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WACKER WEALTH PARTNERS, LLC
WACKER WEALTH PARTNERS, LLC
SAN LUIS OBISPO, California
·
8 registered advisors
·
CRD# 145931
SEC# 801-68752
1
805-541-1308
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WACKER WEALTH PARTNERS, LLC
8 registered advisors
Bryan Matthew Krill
SAN LUIS OBISPO, California
CRD# 3115314
Joan Clare Wenglikowski
SAN LUIS OBISPO, California
CRD# 5488497
Mary Teresa Rose
SAN LUIS OBISPO, California
CRD# 2698233
Matthew Randall Wilson
SAN LUIS OBISPO, California
CRD# 4177033
Megan Ashley Carden
SAN LUIS OBISPO, California
CRD# 6758688
Patrick Colm O'hara
SAN LUIS OBISPO, California
CRD# 2446216
Robert Eugene Wacker
SAN LUIS OBISPO, California
CRD# 2053207
Ryan Nicholas Caldwell
SAN LUIS OBISPO, California
CRD# 5614149
05
Office Locations
SAN LUIS OBISPO, California
8 advisors
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Data sourced from SEC Form ADV filings. WACKER WEALTH PARTNERS, LLC (CRD# 145931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.