Glenn Wessel, CFA®, CPA, CFP®
Asheville, North Carolina, 28801
Member Since 2005
The straight scoop …
If you’re like me, you don’t like partial truths, misleading statements, puffery, or anything else that smacks of bias. In that vein, I have taken great pains to create a fully independent investment advisory and financial planning practice that is honest and transparent to its core.
If you’ll spend a few minutes on our website (button below), I am certain you will find our approach to be straightforward and absolutely sincere.
Many advisors want your business. Before selecting one, do some homework to help ensure you’re comparing more than personalities.
The harder you look at us, the more you’ll appreciate the way we do business.
Glenn Wessel, CFA, CPA, CFP®
My Location
Background Information
Years of Financial Experience
- 23
Education
- Northern Illinois University (BS - Economics)
Certifications and Designations
- CFA®
- CPA
- CFP®
Association Memberships
- CFA Institute
- CFP Board of Standards, Inc.
- NC Board of CPA Examiners
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Shareholders Service Group/Pershing
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them upon request
Registration & Licensing
- CRD/IARD Number: 1430479
- Securities Registrations: Exempt due to CFA and CFP credentials...
- Insurance Licenses: Not having insurance licenses is a GOOD thing. Agents represent their employers. We represent you!
Company Names
- Registered Investment Advisor: Wessel Investment Counsel, LLC
- Broker/Dealer: Shareholders Service Group (but we don\'t represent them, we represent you.)
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- North Carolina
Planning Services
- Financial Planning, Retirement, I specialize in running sophisticated scenario simulations.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Sophisticated simulation modeling to stress test a multitude of scenarios...
Investment Products
- None
Visit Website - http://www.wesselinvestment.com
