Pioneer Wealth Management Group

Pioneer Wealth Management Group (CRD# 133429) is a financial advisory firm headquartered in Austin, TX. They manage $214,811,994 in 1,195 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    1,195
    ACCOUNTS
  • Average Account Value
    $179,759
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TN, TX, WA

Financial Advisors at Pioneer Wealth Management Group
Showing 1 - 8 of 8 top financial advisors.
1
Christopher J. Cyndecki
CRD#: 6205906
800 W 5th St Unit 100-b, Austin, TX 78703

Christopher Cyndecki (CRD# 6205906) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 10 years of experience in the finance industry.

2
Daphne L. Jordan
CRD#: 6525427
800 W 5th St Unit 100-b, Austin, TX 78703

Daphne Jordan (CRD# 6525427) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has 1 year of experience in the finance industry.

3
Nicole M. Renaux
CRD#: 6751043
800 W 5th St Unit 100-b, Austin, TX 78703

Nicole Renaux (CRD# 6751043) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 6 years of experience in the finance industry.

4
Milad Taghehchian
CRD#: 4549369
800 W 5th St Unit 100-b, Austin, TX 78703

Milad Taghehchian (CRD# 4549369) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 21 years of experience in the finance industry.

5
Ian L. Tennant
CRD#: 6229211
800 W 5th St Unit 100-b, Austin, TX 78703

Ian Tennant (CRD# 6229211) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 10 years of experience in the finance industry.

6
April Busby
CRD#: 7380180
800 W 5th St Unit 100-b, Austin, TX 78703

April Busby (CRD# 7380180) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 2 years of experience in the finance industry.

7
Anthony J. Guzman
CRD#: 7163808
800 W 5th St Unit 100-b, Austin, TX 78703

Anthony Guzman (CRD# 7163808) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has over 3 years of experience in the finance industry.

8
Shirley S. Sanchez
CRD#: 7697052
800 W 5th St Unit 100-b, Austin, TX 78703

Shirley Sanchez (CRD# 7697052) is an Investment Advisor Representative working at Pioneer Wealth Management Group in Austin, TX and has 1 year of experience in the finance industry.

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