Thaddeus ObecnyCRD Number: 3160849
Current Firm: H.d. Vest Advisory Services, Inc.
Thaddeus Obecny (CRD# 3160849) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.
Anthony Investment Management, LLC
Wesbanco Securities, Inc.
Lpl Financial LLC
|Perry & Associates Cpa's A.c.||Wheeling, WV||Jan 2017 - Current||1|
|H.d. Vest Investment Services||Wheeling, WV||Nov 1998 - Current||19|
|Glatz & Obecny, Pllc||Wheeling, WV||Dec 1995 - Jan 2013||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY