Stephen Wenstrup, financial advisor Centerville OH

Stephen Wenstrup

CRD Number: 1106106
Current Firm: Tw Advisors

Stephen Wenstrup (CRD# 1106106) is an Investment Advisor Representative working at Tillar-Wenstrup Advisors, LLC in Dayton, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Tillar-wenstrup Advisors, LLC Centerville, OH Oct 2001 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Oct 1991
Contact Info for Stephen A. Wenstrup
Phone Number: 937-428-9700
Advisor Website: http://www.twadvisors.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $461,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, FL, IN, KY, NC, OH, TX

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