Richard Weidrick, financial advisor Akron OH
93 score

Richard Weidrick

CRD Number: 4585823
Current Firm: Summit Wealth Management LLC

Richard Weidrick (CRD# 4585823) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summit Wealth Management LLC Akron, OH May 2015 - Current 1
Symphony Financial Services, Inc. Akron, OH Mar 2009 - Current 7
Linsco Private Ledger Akron, OH Nov 2007 - Current 9
Weidrick, Livesay & Company Bath, OH Oct 1997 - Current 19
Champaign Investment Company Akron, OH Oct 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Richard A. Weidrick
Phone Number: 330-523-1065
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $207,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OH, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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