Apfs Wealth Management, Inc.

Apfs Wealth Management, Inc. (CRD# 158964) is a financial advisory firm headquartered in Rochester, NY. They manage $388,867,906 in 1,288 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $301,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, MA, NE, NH, NY, OH, SC, TX, VA

Financial Advisors at Apfs Wealth Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
John W. Posey
CRD#: 5165747
2015 N. Broadwell Ave, Grand Island, NE 68803
96
Wealthminder
score

John Posey (CRD# 5165747) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Grand Island, NE and has over 11 years of experience in the finance industry. John Posey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Diana J. Lippa
CRD#: 3265350
350 Linden Oaks, Suite 140, Rochester, NY 14625
93
Wealthminder
score

Diana Lippa (CRD# 3265350) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.

3
Leslie R. Medall
CRD#: 3126977
350 Linden Oaks, Suite 140, Rochester, NY 14625
93
Wealthminder
score

Leslie Medall (CRD# 3126977) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 18 years of experience in the finance industry.

4
James W. Ugone
CRD#: 2699708
7 Grove Street Suite 301, Topsfield, MA 01983
93
Wealthminder
score

James Ugone (CRD# 2699708) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Topsfield, MA and has over 21 years of experience in the finance industry.

5
Shane T. Wissmann
CRD#: 5667984
3111 W Stolley Park Rd, Grand Island, NE 68801
93
Wealthminder
score

Shane Wissmann (CRD# 5667984) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Grand Island, NE and has over 8 years of experience in the finance industry.

6
James G. Wood
CRD#: 863331
350 Linden Oaks, Suite 140, Rochester, NY 14625
93
Wealthminder
score

James Wood (CRD# 863331) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 32 years of experience in the finance industry.

7
Amanda R. Abdoo
CRD#: 5597000
350 Linden Oaks, Suite 140, Rochester, NY 14625
89
Wealthminder
score

Amanda Abdoo (CRD# 5597000) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

8
Angelo A. Costanza
CRD#: 6287077
350 Linden Oaks, Suite 140, Rochester, NY 14625
89
Wealthminder
score

Angelo Costanza (CRD# 6287077) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

9
Patrick D. Manuel
CRD#: 5198707
350 Linden Oaks, Suite 140, Rochester, NY 14625
89
Wealthminder
score

Patrick Manuel (CRD# 5198707) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

10
Cynthia M. Deal
CRD#: 5138926
7 Grove Street, Suite 301, Topsfield, MA 01983
87
Wealthminder
score

Cynthia Deal (CRD# 5138926) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Topsfield, MA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.