Matthew Wenzinger, financial advisor Port Clinton OH

Matthew Wenzinger

CRD Number: 3005258
Current Firm: Concourse Financial Group Advisors

Matthew Wenzinger (CRD# 3005258) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Port Clinton, OH and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
(dba) Wenzinger Financial Services Port Clinton, OH Feb 2003 - Current 19
Concourse Financial Group (fka Proequities, Inc) Port Clinton, OH Feb 2003 - Current 19
Concourse Financial Group (fka Proequities, Inc.) Port Clinton, OH Jan 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Wenzinger
Phone Number: 800-288-3035
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,745
    MILLIONS
  • Total Number of Accounts
    24,896
    ACCOUNTS
  • Average Account Value
    $230,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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