Wendi EckelbergCRD Number: 4606780
Current Firm: Voya Financial Advisors, Inc.
Wendi Eckelberg (CRD# 4606780) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Overland Park, KS and has over 12 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Voya Financial Advisors||Des Moines, IA||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Des Moines, IA||Jan 2011 - Sep 2014||3|
|Ing||Des Moines, IA||Oct 2002 - Jan 2011||8|
|Ing||Des Moines, IA||Dec 2010 - Dec 2010||< 1|
|Ing Financial Advisers,llc||Des Moines, IA||Oct 2002 - Dec 2010||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||Dec 2004|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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