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Mike + Weber - Financial Advisor in Blue Bell, PA

Paladin Research Report For:

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305
Blue Bell, PA 19422
484-221-5408

General Information

Firm Start Year
No.of Employees
  • 5-9
CRD#
  • 4970493
Firm CRD#
  • 134184
Name of Custodial Firm
  • Charles Schwab & Co
States Licensed in
  • ALL
Years of Experience in Financial Services
  • 16
Work with the following types of clients
  • Families, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65
Financial Organization Memberships
  • Financial Planning Association (FPA)

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets, Flat Fee

Education

BS Economics - Economics
  • Pennsylvania State University
    06/01/2001 - 06/01/2005

Disclosures

https://bluebellpwm.com/disclosure/

BASIC INFORMATION NEEDED FOR THE INQUIRY