Western Equity Group, Inc.

Western Equity Group, Inc. (CRD# 130876) is a financial advisory firm headquartered in Pleasant View, TN. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, IA, TX

Financial Advisors at Western Equity Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Sheryl K. Altfillisch
CRD#: 1574410
2459 Pleasant View Road, Pleasant View, TN 37146
93
Wealthminder
score

Sheryl Altfillisch (CRD# 1574410) is an Investment Advisor Representative working at Western Equity Group, Inc. in Pleasant View, TN and has over 13 years of experience in the finance industry.

2
Thomas C. Altfillisch
CRD#: 1098527
2459 Pleasant View Road, Pleasant View, TN 37146
93
Wealthminder
score

Thomas Altfillisch (CRD# 1098527) is an Investment Advisor Representative working at Western Equity Group, Inc. in Pleasant View, TN and has over 32 years of experience in the finance industry.

3
John W. Euckert
CRD#: 1519136
2459 Pleasant View Road, Pleasant View, TN 37146
93
Wealthminder
score

John Euckert (CRD# 1519136) is an Investment Advisor Representative working at Western Equity Group, Inc. in Pleasant View, TN and has over 24 years of experience in the finance industry.

4
Ronie (. Drori
CRD#: 2059510
2459 Pleasant View Road, Pleasant View, TN 37146
83
Wealthminder
score

Ronie Drori (CRD# 2059510) is an Investment Advisor Representative working at Western Equity Group, Inc. in Pleasant View, TN and has over 20 years of experience in the finance industry.

5
Donald C. Rogers
CRD#: 402705
2459 Pleasant View Road, Pleasant View, TN 37146
83
Wealthminder
score

Donald Rogers (CRD# 402705) is an Investment Advisor Representative working at Western Equity Group, Inc. in Pleasant View, TN and has over 18 years of experience in the finance industry.

6
Suzanne H. Dashner
CRD#: 839673
Iowa City, IA
19
Wealthminder
score

Suzanne Dashner (CRD# 839673) is an Investment Advisor Representative working at Western Equity Group, Inc. in Iowa City, IA and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.