Kevin Wenke (CRD# 4729631) is an Investment Advisor Representative working at Decision Tree Investment Advisors LLC in Longwood, FL and has over 19 years of experience in the finance industry. Kevin Wenke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lsi Professionals LLC | Dearborn, MI | Oct 2022 - Current | 1 |
| Decision Tree Investment Advisors LLC | Longwood, FL | May 2021 - Current | 3 |
| Freedom Mortgage Corporation | Orlando, FL | Apr 2020 - Current | 4 |
| Gold Coast Schools | Tamarac, FL | May 2019 - Current | 5 |
| Decision Tree Financial Pllc | Orlando, FL | Feb 2009 - Current | 15 |
| Penn Mutual Life Insurance Company | Boca Raton, FL | Aug 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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