Verdayne Wendling, financial advisor Mansfield OH

Verdayne Wendling

CRD Number: 2883904
Current Firm: Pinnacle Advisors

Verdayne Wendling (CRD# 2883904) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has 1 year of experience in the finance industry. Verdayne Wendling 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.

Similar Advisors
William Adams, financial advisor Mansfield OH
William T. Adams
CRD# 2181026
Commonwealth Financial Network
Similar Advisors
George Andress, financial advisor Mansfield OH
George A. Andress
CRD# 6706307
Km&m Pinnacle, Ltd.
Similar Advisors
Marcus Arnold, financial advisor Mansfield OH
Marcus A. Arnold
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Pinnacle Wealth Planning Services, Inc. Mansfield, OH Jan 2007 - Current 17

Verdayne Wendling has no recent exams reported.
Contact Info for Verdayne L. Wendling
Phone Number: 419-526-5226
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    1,729
    MILLIONS
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $606,500
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)
Types of Clients
Registered States

CA, FL, IL, LA, MD, NC, NY, OH, PR, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple 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.