Wacker Wealth Partners, LLC

Wacker Wealth Partners, LLC (CRD# 145931) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $737,861,504 in 567 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    738
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • Average Account Value
    $1,301,343
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AZ, CA, OR, TX, WA

Financial Advisors at Wacker Wealth Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bryan M. Krill
CRD#: 3115314
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
96
Wealthminder
score

Bryan Krill (CRD# 3115314) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 19 years of experience in the finance industry. Bryan Krill 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
Patrick C. O'hara
CRD#: 2446216
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
96
Wealthminder
score

Patrick O'hara (CRD# 2446216) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 23 years of experience in the finance industry. Patrick O'hara 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.

3
Matthew R. Wilson
CRD#: 4177033
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
96
Wealthminder
score

Matthew Wilson (CRD# 4177033) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 17 years of experience in the finance industry. Matthew Wilson 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.

4
Ryan N. Caldwell
CRD#: 5614149
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
90
Wealthminder
score

Ryan Caldwell (CRD# 5614149) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Ryan Caldwell 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.

5
Mary T. Rose
CRD#: 2698233
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
90
Wealthminder
score

Mary Rose (CRD# 2698233) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Mary Rose 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.

6
Robert E. Wacker
CRD#: 2053207
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
90
Wealthminder
score

Robert Wacker (CRD# 2053207) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Robert Wacker 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.

7
Joan C. Wenglikowski
CRD#: 5488497
973 Higuera Street, Suite A, San Luis Obispo, CA 93401
90
Wealthminder
score

Joan Wenglikowski (CRD# 5488497) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Joan Wenglikowski 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.