Storehouse Financial

Storehouse Financial (CRD# 148683) is a financial advisory firm headquartered in Folsom, CA. They manage $39,200,000 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $373,333
Compensation Options
  • A percentage of assets under your management
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)
  • Other
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.

CA

Financial Advisors at Storehouse Financial
Showing 1 - 3 of 3 top financial advisors.
1
Daniel J. Weiler
CRD#: 2315966
1750 Prairie City Road, #130-250, Folsom, CA 95630
96
Wealthminder
score

Daniel Weiler (CRD# 2315966) is an Investment Advisor Representative working at Storehouse Financial in Folsom, CA and has over 23 years of experience in the finance industry. Daniel Weiler 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
Larry D. Stiver
CRD#: 2970889
1750 Prairie City Road, #130-250, Folsom, CA 95630
93
Wealthminder
score

Larry Stiver (CRD# 2970889) is an Investment Advisor Representative working at Storehouse Financial in Folsom, CA and has over 18 years of experience in the finance industry.

3
Tim A. Brockway
CRD#: 2837923
1750 Prairie City Road, #130-250, Folsom, CA 95630
83
Wealthminder
score

Tim Brockway (CRD# 2837923) is an Investment Advisor Representative working at Storehouse Financial in Folsom, CA and has over 18 years of experience in the finance industry.

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