Jeffrey Wendel, financial advisor Englewood OH
93 score

Jeffrey Wendel

CRD Number: 4497521
Current Firm: Horter Investment Management, LLC

Jeffrey Wendel (CRD# 4497521) is an Investment Advisor Representative working at Horter Investment Management, LLC in Englewood, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Apr 2014 - Current 2
Wendel Retirement Planning, LLC Fort Recovery, OH Sep 2000 - Current 16
Jjcc, Inc. Ft. Recovery, OH May 2000 - Current 16
Brookstone Ft. Recovery, OH Oct 2011 - Apr 2014 2
Center Street Securities Nashville, TN Oct 2011 - Sep 2013 1
Packerland Brokerage Services, Inc. Green Bay, WI Oct 2007 - Oct 2011 4
Aig Coldwater, OH Dec 2004 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
Contact Info for Jeffrey L. Wendel
Phone Number: 513-984-9933
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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