Fg Wealth Management

Fg Wealth Management (CRD# 117845) is a financial advisory firm headquartered in , . They manage $4,582,445 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $106,568
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Fg Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Vise, financial advisor Bartlesville OK
Daniel A. Vise
CRD#: 3140821
117 West Fifth Street, Suite 402, Bartlesville, OK 74003

Daniel Vise (CRD# 3140821) is an Investment Advisor Representative working at Fg Wealth Management in Bartlesville, OK and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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