Wealth Management Solutions

Wealth Management Solutions (CRD# 264793) is a financial advisory firm headquartered in Exton, PA. They manage $385,535,080 in 1,382 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    1,382
    ACCOUNTS
  • Average Account Value
    $278,969
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.

DC, DE, FL, GA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Wealth Management Solutions
Showing 1 - 4 of 4 top financial advisors.
1
Wendell R. Globig
CRD#: 5446147
Mechanicsville, VA

Wendell Globig (CRD# 5446147) is an Investment Advisor Representative working at Wealth Management Solutions in Mechanicsville, VA and has over 15 years of experience in the finance industry.

2
Markku T. Happonen
CRD#: 4312993
300 North Pottstown Pike, Suite 240, Exton, PA 19341

Markku Happonen (CRD# 4312993) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 12 years of experience in the finance industry. Markku Happonen 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
Martin L. Hopkins
CRD#: 3021373
103 Carnegie Center, Suite 300, Princeton, NJ 08540

Martin Hopkins (CRD# 3021373) is an Investment Advisor Representative working at Wealth Management Solutions in Princeton, NJ and has over 24 years of experience in the finance industry. Martin Hopkins 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
Suet W. Ignarski
CRD#: 2493449
103 Carnegie Center, Suite 300, Princeton, NJ 08540

Suet Ignarski (CRD# 2493449) is an Investment Advisor Representative working at Wealth Management Solutions in Princeton, NJ and has over 28 years of experience in the finance industry. Suet Ignarski 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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