Wealthcrest Financial Services, LLC
Wealthcrest Financial Services, LLC (CRD# 130049) is a financial advisory firm headquartered in Springfield, VA. They manage $371,898,681 in 531 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management372MILLION
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Total Number of Accounts531ACCOUNTS
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Average Account Value$700,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
DC, FL, MA, MD, NC, PA, TX, VA
Patrick Beagle (CRD# 2293557) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 31 years of experience in the finance industry.
Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee and military personnel.
Greg started his Financial Services career after graduating from Towson University with a Business Administration degree and a concentration in Finance. Prior to WealthCrest, Greg worked for various financial service companies and helped clients solve their financial problems.
Greg was born and raised in Gaithersburg, Maryland. Outside of work, Greg enjoys being with his beloved wife, Diana, and playing with his children; Gwen, Juliette and Gunnar. When Greg has extra time he enjoys spending it on individual interests such as playing, coaching, and watching sports and absorbing himself into research on a topic of interest.
Guy Middleton (CRD# 3146465) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 25 years of experience in the finance industry.
Russell Robertson (CRD# 5457713) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 8 years of experience in the finance industry. Russell Robertson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Russ began his financial planning career after retiring as a Colonel from the US Army with 26 years of service, completing his final assignment as Director for the Office of Military Support, National Geospatial-Intelligence Agency (NGA). He is a graduate of the United States Military Academy and holds a Masters Degree in Civil Engineering from the Georgia Institute of Technology.
Russ works primarily with federal workers and retirees, both civilian and military. He frequently conducts retirement and financial literacy seminars at multiple federal agencies that highlight the importance of retirement planlning, saving and investing as well as maximizing the use of employee benefits.
Russ is married to Susan Robertson, also a retired Army Officer of twenty years. They have two daughters; Shelby, a graduate in Business Finance from George Mason University and Dana, a cadet at the United States Military Academy at West Point, NY.
Patrick Kimmel (CRD# 6804140) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 3 years of experience in the finance industry.