Van Wie Financial
Van Wie Financial (CRD# 173580) is a financial advisory firm headquartered in Jacksonville, FL. They manage $30,084,259 in 171 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$175,931
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Van Wie (CRD# 4352650) is an Investment Advisor Representative working at Van Wie Financial in Ponte Vedra Beach, FL and has over 16 years of experience in the finance industry. Steven Van Wie 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.
Adam Van Wie (CRD# 6431360) is an Investment Advisor Representative working at Van Wie Financial in Jacksonville, FL and has 2 years of experience in the finance industry.