Weinzapfel Wealth Advisors, Inc.
Weinzapfel Wealth Advisors, Inc. (CRD# 147547) is a financial advisory firm headquartered in Evansville, IN. They manage $9,200,000 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$129,577
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Larry Weinzapfel (CRD# 4094651) 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. 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.
Linda Oeth (CRD# 2960603) is an Investment Advisor Representative working at Weinzapfel Wealth Advisors, Inc. in Evansville, IN and has over 20 years of experience in the finance industry.