Cpa Wealth Management Services Pa

Cpa Wealth Management Services Pa (CRD# 111044) is a financial advisory firm headquartered in Satellite Beach, FL. They manage $311,761,000 in 648 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    312
    MILLION
  • Total Number of Accounts
    648
    ACCOUNTS
  • Average Account Value
    $481,113
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, GA, TX

Financial Advisors at Cpa Wealth Management Services Pa
Showing 1 - 5 of 5 top financial advisors.
1
John E. Roessler
CRD#: 4670496
1300 Highway Aia, Suite 103, Satellite Beach, FL 32937
90
Wealthminder
score

John Roessler (CRD# 4670496) is an Investment Advisor Representative working at Cpa Wealth Management Services Pa in Satellite Beach, FL and has 1 year of experience in the finance industry. John Roessler 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
Thomas L. Kirk
CRD#: 1881285
1300 Highway Aia, Suite 103, Satellite Beach, FL 32937
87
Wealthminder
score

Thomas Kirk (CRD# 1881285) is an Investment Advisor Representative working at Cpa Wealth Management Services Pa in Satellite Beach, FL and has 1 year of experience in the finance industry.

3
Troy R. Lerche
CRD#: 6561041
1300 Highway Aia, Suite 103, Satellite Beach, FL 32937
87
Wealthminder
score

Troy Lerche (CRD# 6561041) is an Investment Advisor Representative working at Cpa Wealth Management Services Pa in Satellite Beach, FL and has 1 year of experience in the finance industry.

4
Laura K. Chiesman
CRD#: 1390267
1300 Highway Aia, Suite 103, Satellite Beach, FL 32937
84
Wealthminder
score

Laura Chiesman (CRD# 1390267) is an Investment Advisor Representative working at Cpa Wealth Management Services Pa in Satellite Beach, FL and has over 22 years of experience in the finance industry. Laura Chiesman 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.

5
Robert M. Devries
CRD#: 2856706
1300 Highway Aia, Suite 103, Satellite Beach, FL 32937
81
Wealthminder
score

Robert Devries (CRD# 2856706) is an Investment Advisor Representative working at Cpa Wealth Management Services Pa in Satellite Beach, FL and has over 19 years of experience in the finance industry.

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