Loren Wengerd (CRD# 7516129) is an Investment Advisor Representative working at Integrity Financial Corporation in Jackson, WY and has over 2 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity | Bellevue, WA | Mar 2022 - Current | 2 |
| Halo Audio | Winthrop, WA | Dec 2013 - Current | 10 |
| Aircado, Inc. | Redmond, WA | Mar 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WY
-
Total Assets Under Management549MILLIONS
-
Total Number of Accounts1,629ACCOUNTS
-
Average Account Value$337,094
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, MT, NE, NV, OR, PA, TN, TX, WA, WY
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