Wendy Fleischmann, financial advisor Chatsworth CA
93 score

Wendy Fleischmann

CRD Number: 5561064
Current Firm: United Planners' Financial Services Of America A Limited Partner

Wendy Fleischmann (CRD# 5561064) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chatsworth, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Dec 2015 - Current 1
Fleischmann Insurance Solutions Chatsworth, CA Feb 2013 - Current 4
Nerium International Chatsworth, CA Jan 2013 - Current 4
Silvers Financial Services Chatworth, CA Oct 2010 - Feb 2016 5
Crown Capital Securities, LP Orange, CA Nov 2010 - Dec 2015 5
New Community Jewish School West Hiils, CA Sep 2003 - Jun 2011 7
Woodbury Financial Services Tarzana, CA Jul 2008 - Nov 2010 2
Makom Ohr Shalom West Hills, CA Jun 1990 - May 2008 17
Adat Ari El North Hollywood, CA Sep 2002 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Wendy E. Fleischmann
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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