Tony Wendeln (CRD# 4305229) is an Investment Advisor Representative working at Advanced Asset Management Advisors, Inc. in Piqua, OH and has over 14 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 711261
Lpl Financial LLC
CRD# 5441376
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Asset Management Advisors, Inc. | Dublin, OH | Aug 2017 - Current | 6 |
| Accounting Solutions Llc Dba Murray Wells Wendeln Robinson Accou | Piqua, OH | Feb 2017 - Current | 7 |
| H. Beck, Inc. | Rockville, MD | Mar 2003 - Jul 2017 | 14 |
| Murray Wells Wendeln & Robinson Cpas Inc. | Piqua, OH | Jul 1975 - Jan 2017 | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
- OH
-
Total Assets Under Management722MILLIONS
-
Total Number of Accounts600ACCOUNTS
-
Average Account Value$1,203,885
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, FL, GA, KS, LA, MD, MO, MS, NC, NJ, OH, PA, SC, TX, VA, WA, WV
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