Wesley Crowdis
CRD Number: 4979155Current Firm: Winebrenner Capital Management LLC
Compensation Model: Fee Only
Wesley Crowdis (CRD# 4979155) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 9 years of experience in the finance industry.
Winebrenner Capital Management is a Registered Investment Adviser with a team of dedicated professionals who built the firm on a foundation of responsibility, integrity, and experience. Our team is committed to providing personalized financial planning services and advice based on your individual situation, goals, and needs. We offer over 50 years of combined investment and business experience, utilizing enduring investment philosophies and modern tools that allow us to provide superior results for our clients.
Wes has been dedicated to the clients of Winebrenner Capital Management for over 8 years. Wes particularly likes working with clients to help them identify and prioritize their financial goals. His knowledge of the financial markets allows him to build customized portfolios for each client, giving them the ability to meet their goals.
Wes is a native Louisvillian and graduated from DeSales High School. After graduating from DeSales, Wes attended Centre College in Danville, KY, on a soccer grant and graduated with a Bachelor of Science Degree in Financial Economics. After graduation in 2007, Wes moved back to Louisville and got his start in the financial industry at Hilliard Lyons.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winebrenner Capital Management, LLC | Louisville, KY | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- FL
- IN
- KY
- TX
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Total Assets Under Management220MILLIONS
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Total Number of Accounts1,002ACCOUNTS
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Average Account Value$219,623
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, FL, IN, KY, OH, SC, TX, UT, VI
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