Michael Wassmann, financial advisor Erie PA

Michael Wassmann

CRD Number: 5621134
Current Firm: Hbks Wealth Advisors

Michael Wassmann (CRD# 5621134) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 12 years of experience in the finance industry.

Similar Advisors
Christopher Allegretti, financial advisor Erie PA
Christopher P. Allegretti
CRD# 6679950
Hbks Wealth Advisors
Similar Advisors
Zachary Allegretti, financial advisor Erie PA
Zachary M. Allegretti
CRD# 6100972
Hbks Wealth Advisors
Similar Advisors
Jason Alward, financial advisor Erie PA
Jason C. Alward
CRD# 4843777
Hbks Wealth Advisors
Company Name Location Dates Years
Hbk Sorce Advisory LLC Erie, PA Sep 2011 - Current 12
Hbk Sorce Financial Erie, PA May 2011 - Current 12
Purshe Kaplan Sterling Investments Albany, NY May 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Michael G. Wassmann
Phone Number: 814-836-5776
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

Ready to hire a financial advisor? Get competitive proposals from Michael Wassmann and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.