Venn Wealth & Benefit Services, LLC

Venn Wealth & Benefit Services, LLC (CRD# 129865) is a financial advisory firm headquartered in Altoona, PA. They manage $5,050,716 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $70,149
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
  • Selection of other advisers (including private fund managers)
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.

PA

Financial Advisors at Venn Wealth & Benefit Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Knox
CRD#: 1489244
1218 B Pleasant Valley Blvd.,, Altoona, PA 16602
96
Wealthminder
score

Robert Knox (CRD# 1489244) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 30 years of experience in the finance industry. Robert Knox 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
Christian E. Halas
CRD#: 2590797
Pittsburgh, PA
93
Wealthminder
score

Christian Halas (CRD# 2590797) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.

3
Anthony J. Landau
CRD#: 2167824
1218 B Pleasant Valley Blvd.,, Altoona, PA 16602
93
Wealthminder
score

Anthony Landau (CRD# 2167824) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 25 years of experience in the finance industry.

4
Michael E. Schultz
CRD#: 1449585
1218b Pleasant Valley Blvd, Altoona, PA 16602
93
Wealthminder
score

Michael Schultz (CRD# 1449585) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 30 years of experience in the finance industry.

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