Weinzapfel Wealth Advisors, Inc.

Weinzapfel Wealth Advisors, Inc. (CRD# 147547) is a financial advisory firm headquartered in Evansville, IN. They manage $4,761,013 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $113,357
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

IN

Financial Advisors at Weinzapfel Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Larry G. Weinzapfel
CRD#: 4094651
1301 Mortensen Lane, Evansville, IN 47715
96
Wealthminder
score

Larry Weinzapfel (CRD# 4094651) is an Investment Advisor Representative working at Weinzapfel Wealth Advisors, Inc. in Evansville, IN and has over 16 years of experience in the finance industry. Larry Weinzapfel 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
Linda J. Oeth
CRD#: 2960603
1301 Mortensen Lane, Evansville, IN 47715
93
Wealthminder
score

Linda Oeth (CRD# 2960603) is an Investment Advisor Representative working at Weinzapfel Wealth Advisors, Inc. in Evansville, IN and has over 18 years of experience in the finance industry.

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