Wacker Wealth Partners, LLC

Wacker Wealth Partners, LLC (CRD# 145931) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,051,035,821 in 630 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,051
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $1,668,311
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, WA

Financial Advisors at Wacker Wealth Partners, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Ryan N. Caldwell
CRD#: 5614149
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

2
Megan A. Carden
CRD#: 6758688
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Megan Carden (CRD# 6758688) 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. Megan Carden 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
Bryan M. Krill
CRD#: 3115314
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Bryan Krill (CRD# 3115314) 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. 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.

4
Norman D. McGill
CRD#: 5879422
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Norman McGill (CRD# 5879422) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 8 years of experience in the finance industry. Norman McGill 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
Patrick C. O'hara
CRD#: 2446216
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Patrick O'hara (CRD# 2446216) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 27 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.

6
Robert E. Wacker
CRD#: 2053207
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

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.

8
Matthew R. Wilson
CRD#: 4177033
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Matthew Wilson (CRD# 4177033) is an Investment Advisor Representative working at Wacker Wealth Partners, LLC in San Luis Obispo, CA and has over 21 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.

9
Joshua I. Rocha
CRD#: 7196776
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Joshua Rocha (CRD# 7196776) 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. Joshua Rocha 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.

10
Brynne Speizer
CRD#: 7340875
892 Aerovista Place, Suite 220, San Luis Obispo, CA 93401

Brynne Speizer (CRD# 7340875) 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. Brynne Speizer 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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