Wessel Investment Counsel, L.L.C.

Glenn Wessel


Registry Member Since 2005

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Wessel Investment Counsel, L.L.C.
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Shareholders Service Group (but we don\'t represent them, we represent you.)
Years of Experience
  • 23 Years
Certifications & Designations
College Degrees
  • Northern Illinois University - B.S.
Association Memberships
  • CFA Institute
  • CFP Board of Standards, Inc.
  • NC Board of CPA Examiners
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - North Carolina
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 22 South Pack Square
    Suite #400
    Asheville, North Carolina, 28801
  • 828.232.2000
Number of Clients
  • 76
Amount of Assets
  • $58,475,885
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
Limited Engagement Services
  • Planning Only (Do not require assets)
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • Shareholders Service Group, Inc. / Pershing, LLC
Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Newsletters (Quarterly)
My Philosophy My Articles My Disclosures My Comments

I certify the information in this research report is accurate and current.

Advisor Name: Glenn Wessel
Most Recent Update: Mar 6, 2015

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