Conestoga Wealth Management

Conestoga Wealth Management (CRD# 158981) is a financial advisory firm headquartered in Exton, PA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Conestoga Wealth Management
Showing 1 - 2 of 2 top financial advisors.
David A. Kring
CRD#: 4949862
600 Eagleview Boulevard, Suite 300, Pmb 75, Exton, PA 19341

David Kring (CRD# 4949862) is an Investment Advisor Representative working at Conestoga Wealth Management in Exton, PA and has over 12 years of experience in the finance industry. David Kring 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.

Jeffrey Feinberg
CRD#: 6027509
10 Madonna Lane, Broomall, PA 19008

Jeffrey Feinberg (CRD# 6027509) is an Investment Advisor Representative working at Conestoga Wealth Management in Broomall, PA and has 1 year of experience in the finance industry.

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