Wealthshield Partners, LLC

Wealthshield Partners, LLC (CRD# 169584) is a financial advisory firm headquartered in Cary, NC. They manage $373,097,782 in 1,660 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    1,660
    ACCOUNTS
  • Average Account Value
    $224,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AR, CA, CO, FL, IL, IN, KS, LA, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA

Financial Advisors at Wealthshield Partners, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Mark A. Bare
CRD#: 5377749
293 Olmsted Blvd 11b, Suite 7, Pinehurst, NC 28374

Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 13 years of experience in the finance industry. Mark Bare 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
Kenneth R. Bollinger
CRD#: 2461770
175 Regency Woods Place, Suite 210, Cary, NC 27518

Kenneth Bollinger (CRD# 2461770) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 23 years of experience in the finance industry. Kenneth Bollinger 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
Sarah A. Brace
CRD#: 2807927
3625 Del Amo Blvd., Suite 375, Torrance, CA 90503

Sarah Brace (CRD# 2807927) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Torrance, CA and has over 20 years of experience in the finance industry.

4
William D. Brewer
CRD#: 4015156
175 Regency Woods Place, Suite 210, Cary, NC 27518

William Brewer (CRD# 4015156) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 4 years of experience in the finance industry.

5
Nathan A. Cherry
CRD#: 6435430
1225 Crescent Green, Suite 100, Cary, NC 27518

Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 5 years of experience in the finance industry.

6
Jeffrey J. Cismoski
CRD#: 5859547
1900 E. Golf Rd., Suite 950, Schaumburg, IL 60173

Jeffrey Cismoski (CRD# 5859547) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Schaumburg, IL and has over 9 years of experience in the finance industry. Jeffrey Cismoski 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
William J. Demarco
CRD#: 6232527
1324 Pearl Road, Suite M-1, Brunswick, OH 44212

William Demarco (CRD# 6232527) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Brunswick, OH and has 1 year of experience in the finance industry.

8
George Elias
CRD#: 6142944
1324 Pearl Road, Suite M-1, Brunswick, OH 44212

George Elias (CRD# 6142944) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Brunswick, OH and has over 7 years of experience in the finance industry.

9
Stuart A. Gay
CRD#: 5782347
1511 Sunday Drive Suite 214, Raleigh, NC 27607

Stuart Gay (CRD# 5782347) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.

10
Michael L. Helms
CRD#: 1433744
220 North Main St., Suite 500, Greenville, SC 29601

Michael Helms (CRD# 1433744) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Greenville, SC and has over 20 years of experience in the finance industry. Michael Helms 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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