Wealth And Pension Services Group Inc.

Wealth And Pension Services Group Inc. (CRD# 119040) is a financial advisory firm headquartered in Smyrna, GA. They manage $284,365,132 in 829 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $343,022
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.

CA, FL, GA, IN, NC, TN, TX

Financial Advisors at Wealth And Pension Services Group Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Matt B. Bailey
CRD#: 4988311
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
96
Wealthminder
score

Matt Bailey (CRD# 4988311) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 8 years of experience in the finance industry.

2
Robert Y. Donnell
CRD#: 4497748
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
96
Wealthminder
score

Robert Donnell (CRD# 4497748) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 15 years of experience in the finance industry. Robert Donnell 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
Michael T. Fields
CRD#: 4158904
2675 Mall Of Georgia Blvd, Suite 602, Buford, GA 30519
96
Wealthminder
score

Michael Fields (CRD# 4158904) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Buford, GA and has over 17 years of experience in the finance industry. Michael Fields 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
William J. Kring
CRD#: 2564876
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
96
Wealthminder
score

William Kring (CRD# 2564876) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 23 years of experience in the finance industry. William Kring 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
William R. McGoldrick
CRD#: 2444007
2866 Johnson Ferry Road, Suite 100, Marietta, GA 30062
96
Wealthminder
score

William McGoldrick (CRD# 2444007) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Marietta, GA and has over 23 years of experience in the finance industry. William McGoldrick 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
Louis J. Brown
CRD#: 4314871
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
93
Wealthminder
score

Louis Brown (CRD# 4314871) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 16 years of experience in the finance industry.

7
Cory S. Colquette
CRD#: 5493744
6918 Shallowford Rd, Suite 205, Chattanooga, TN 37421
93
Wealthminder
score

Cory Colquette (CRD# 5493744) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.

8
James R. Faucett
CRD#: 854050
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
93
Wealthminder
score

James Faucett (CRD# 854050) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 24 years of experience in the finance industry.

9
James K. Larson
CRD#: 2304967
11450 Se Dixie Hwy, Hobe Sound, FL 33455
93
Wealthminder
score

James Larson (CRD# 2304967) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Hobe Sound, FL and has over 17 years of experience in the finance industry.

10
Jane B. Nowak
CRD#: 5498865
4045 Orchard Road Se, Suite 220, Smyrna, GA 30080
93
Wealthminder
score

Jane Nowak (CRD# 5498865) is an Investment Advisor Representative working at Wealth And Pension Services Group Inc. in Smyrna, GA and has over 8 years of experience in the finance industry.

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