Venn Wealth & Benefit Services, LLC

Venn Wealth & Benefit Services, LLC (CRD# 129865) is a financial advisory firm headquartered in Altoona, PA. They manage $22,206,587 in 153 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
210 E. Plank Road, Ste 1c, Altoona, PA 16602
http://www.venn.us
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $145,141
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
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
Christian Halas, financial advisor Pittsburgh PA
Christian E. Halas
CRD#: 2590797
1653 Mcfarland Drive, Pittsburgh, PA 15216

Christian Halas (CRD# 2590797) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.

2
Robert Knox, financial advisor Altoona PA
Robert J. Knox
CRD#: 1489244
210 E. Plank Road, Ste 1c, Altoona, PA 16602

Robert Knox (CRD# 1489244) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 38 years of experience in the finance industry.

3
Michael Schultz, financial advisor Altoona PA
Michael E. Schultz
CRD#: 1449585
210 E. Plank Road, Ste 1c, Altoona, PA 16602

Michael Schultz (CRD# 1449585) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 38 years of experience in the finance industry.

4
Joseph Zappia, financial advisor Dubois PA
Joseph C. Zappia
CRD#: 6709563
Dubois, PA

Joseph Zappia (CRD# 6709563) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Dubois, PA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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