Wilshire-pennington Group, Inc.

Wilshire-pennington Group, Inc. (CRD# 127465) is a financial advisory firm headquartered in Nichols Hills, OK. They manage $33,075,067 in 107 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1712 Pennington Way, Nichols Hills, OK 73116
http://www.wilshire-pennington.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $309,113
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, KS, OK, TX

Financial Advisors at Wilshire-pennington Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin Kennedy, financial advisor Oklahoma Ciity OK
Benjamin D. Kennedy
CRD#: 1744933
3129 N.w. 63rd Street, Oklahoma Ciity, OK 73116

Benjamin Kennedy (CRD# 1744933) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Oklahoma Ciity, OK and has over 30 years of experience in the finance industry.

2
Benjamin Kennedy, financial advisor Nichols Hills OK
Benjamin D. Kennedy
CRD#: 5023746
1712 Pennington Way, Nichols Hills, OK 73116

Benjamin Kennedy (CRD# 5023746) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Nichols Hills, OK and has over 9 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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