Wesley Kubik (CRD# 7838463) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Clemente, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | Nov 2023 - Current | < 1 |
| Wes Kubik Consulting LLC | Aliso Viejo, CA | Aug 2021 - Current | 2 |
| The Aspen Group | Chicago, IL | Jan 2022 - Jun 2023 | 1 |
| Lapfcu | Van Nuys, CA | Aug 2020 - Dec 2021 | 1 |
| Mmgy Global | Overland Park, KS | Mar 2018 - Oct 2020 | 2 |
| Rekuten | San Mateo, CA | Sep 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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