Weikart Advisory Services LLC

Weikart Advisory Services LLC (CRD# 152279) is a financial advisory firm headquartered in , . They manage $2,928,964 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://weikartfinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $209,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Weikart Advisory Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Weikart, financial advisor Camas WA
William J. Weikart
CRD#: 2070701
Camas, WA

William Weikart (CRD# 2070701) is an Investment Advisor Representative working at Weikart Advisory Services LLC in Camas, WA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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