Pioneer Wealth Management Group, Inc.
Pioneer Wealth Management Group, Inc. (CRD# 133429) is a financial advisory firm headquartered in , . They manage $50,000,000 in 502 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management50MILLION
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$99,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
TX
Christopher Cyndecki (CRD# 6205906) is an Investment Advisor Representative working at Pioneer Wealth Management Group, Inc. in Austin, TX and has over 4 years of experience in the finance industry. Christopher Cyndecki 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.
Ian Tennant (CRD# 6229211) is an Investment Advisor Representative working at Pioneer Wealth Management Group, Inc. in Austin, TX and has over 4 years of experience in the finance industry.
Daphne Jordan (CRD# 6525427) is an Investment Advisor Representative working at Pioneer Wealth Management Group, Inc. in Austin, TX and has 1 year of experience in the finance industry. Daphne Jordan 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.
Milad Taghehchian (CRD# 4549369) is an Investment Advisor Representative working at Pioneer Wealth Management Group, Inc. in Austin, TX and has over 15 years of experience in the finance industry. Milad Taghehchian 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.