Medium_1163_191220051057031
Registry Member Since 2005

Glenn Wessel

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Paladin Quality Rating: 5 Stars

My Philosophy My Articles My Disclosures My Comments

About Me

Type of Organization
  • Member of a Firm
Name of RIA
  • Wessel Investment Counsel, LLC
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
  • 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
Social Connections
  • None

About My Business

Location
  • 22 South Pack Square
    Suite #400
    Asheville, North Carolina, 28801
Telephone
  • 828.232.2000
Website
Number of Clients
  • 70
Amount of Assets
  • $53,167,900
Minimum Asset Requirement
  • None
Types of Fees
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
Types of Commission
  • Did Not Answer
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)

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

Advisor Name: Glenn Wessel
Most Recent Update: Sep 3, 2014

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