Wesley TegelerCRD Number: 4021297
Current Firm: Tegeler Advisory Services, LLC
Wesley Tegeler (CRD# 4021297) is an Investment Advisor Representative working at Tegeler Advisory Services, LLC in Wasilla, AK and has over 21 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
|Tegeler Advisory Services, LLC||Wasilla, AK||Mar 2009 - Current||11|
|Wasilla Bible Church||Wasilla, AK||Jul 2006 - Current||14|
|Inter Act Ministries||Boring, OR||Feb 2006 - Current||14|
|Wesley Tegeler & Associates, Cpa, Pc.||Nasilla, AK||Dec 2005 - Current||15|
|Mut-su Convention & Vistors Bureau||Palmer, AK||Jan 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management14MILLIONS
Total Number of Accounts41ACCOUNTS
Average Account Value$333,908
- 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
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