Wanger Financial Planning

Wanger Financial Planning (CRD# 129037) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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.

MA

Financial Advisors at Wanger Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Wendy G. Wanger
CRD#: 1630163
Newton, MA
96
Wealthminder
score

Wendy Wanger (CRD# 1630163) is an Investment Advisor Representative working at Wanger Financial Planning in Newton, MA and has over 29 years of experience in the finance industry. Wendy Wanger 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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