Steven Weydert (CRD# 2809186) is an Investment Advisor Representative working at Weydert Wealth Management in Fairfield, CA and has over 27 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2238419
Lpl Financial LLC
CRD# 5567930
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saxco International | Concord, CA | Aug 2018 - Current | 5 |
| Weydert Bi Consulting | Fairfield, CA | Apr 2018 - Current | 6 |
| Weydert Wealth Management | Fairfield, CA | Aug 2013 - Current | 10 |
| The Thornhill Companies | Santa Maria, CA | Feb 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$300,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA
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