Stephen Wenstrup, financial advisor Dayton OH
98 score

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 15
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
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $393,429
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, KY, NC, OH, TX

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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