Exencial Wealth Advisors

Exencial Wealth Advisors (CRD# 130475) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $3,769,638,990 in 4,629 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,770
    MILLION
  • Total Number of Accounts
    4,629
    ACCOUNTS
  • Average Account Value
    $814,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Exencial Wealth Advisors
Showing 31 - 40 of 41 top financial advisors.
31
Michael D. Wayasamin
CRD#: 4516519
Brooklyn, NY

Michael Wayasamin (CRD# 4516519) is an Investment Advisor Representative working at Exencial Wealth Advisors in Brooklyn, NY and has over 20 years of experience in the finance industry.

32
Matthew C. Weinheimer
CRD#: 2917501
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Matthew Weinheimer (CRD# 2917501) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry.

33
Craig M. Wezenski
CRD#: 3053532
Orange, CT

Craig Wezenski (CRD# 3053532) is an Investment Advisor Representative working at Exencial Wealth Advisors in Orange, CT and has over 25 years of experience in the finance industry.

34
Jean A. Wilczynski
CRD#: 6316708
83 Halls Road, Suite 205, P.o. Box 623, Old Lyme, CT 06371

Jean Wilczynski (CRD# 6316708) is an Investment Advisor Representative working at Exencial Wealth Advisors in Old Lyme, CT and has over 9 years of experience in the finance industry.

35
Austin H. Winsett
CRD#: 6983886
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Austin Winsett (CRD# 6983886) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 5 years of experience in the finance industry.

36
Ami E. Black-Mullins
CRD#: 7212610
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Ami Black-Mullins (CRD# 7212610) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 4 years of experience in the finance industry.

37
Jean Bernard J. Burckett St Laurent
CRD#: 4711250
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078

Jean Bernard Burckett St Laurent (CRD# 4711250) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 4 years of experience in the finance industry.

38
Michael L. Conerly
CRD#: 2799202
13801 Reese Blvd. West, Suite 155, Huntersville, NC 28078

Michael Conerly (CRD# 2799202) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has 1 year of experience in the finance industry.

39
Randy J. Farina
CRD#: 2610288
13801 Reese Boulevard, Suite 155, Huntersville, NC 28078

Randy Farina (CRD# 2610288) is an Investment Advisor Representative working at Exencial Wealth Advisors in Huntersville, NC and has over 28 years of experience in the finance industry.

40
Glenn K. Hafstad
CRD#: 7821743
9108 N. Kelley Avenue, Oklahoma City, OK 73131

Glenn Hafstad (CRD# 7821743) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.

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