Matthew Wenzinger, financial advisor Port Clinton OH
81 score

Matthew Wenzinger

CRD Number: 3005258
Current Firm: Investment Advisors

Matthew Wenzinger (CRD# 3005258) is an Investment Advisor Representative working at Investment Advisors in Port Clinton, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Port Clinton, OH Jan 1998 - Current 18
Wenzinger Financial Planning Port Clinton, OH Nov 1994 - Current 22
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
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
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
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)
  • Market timing services
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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BADGES
81

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