Henry WieniewitzCRD Number: 4469542
Current Firm: Wieniewitz Wealth Management, LLC
Henry Wieniewitz (CRD# 4469542) is an Investment Advisor Representative working at Wieniewitz Wealth Management, LLC in Knoxville, TN and has over 12 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Wieniewitz Wealth Management, LLC||Knoxville, TN||Sep 2015 - Current||2|
|Taylor Capital Management||Woodstock, GA||Nov 2010 - Current||7|
|Triumph Wealth Advisors, Inc.||Knoxville, TN||Nov 2010 - Current||7|
|Wieniewitz Financial, LLC||Knoxville, TN||Apr 2005 - Current||13|
|Woodstock Financial Group||Woodstock, GA||Apr 2008 - Nov 2010||2|
|Madison Avenue Securities, Inc.||Knoxville, TN||Jan 2006 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management2MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$71,429
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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