Wilshire-pennington Group, Inc.

Wilshire-pennington Group, Inc. (CRD# 127465) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $63,000,000 in 117 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $538,462
Compensation Options
  • A percentage of assets under your management
  • Commissions
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
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.

AR, CO, KS, OK, TX

Financial Advisors at Wilshire-pennington Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin D. Kennedy
CRD#: 5023746
3129 Nw 63rd St, Oklahoma City, OK 73116
88
Wealthminder
score

Benjamin Kennedy (CRD# 5023746) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Oklahoma City, OK and has over 2 years of experience in the finance industry.

2
David B. Tays
CRD#: 6411617
3129 Nw 63rd St, Oklahoma City, OK 73116
88
Wealthminder
score

David Tays (CRD# 6411617) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Oklahoma City, OK and has over 2 years of experience in the finance industry.

3
Benjamin D. Kennedy
CRD#: 1744933
4205 Mcauley Plaza, Suite 430, Oklahoma City, OK 73120
63
Wealthminder
score

Benjamin Kennedy (CRD# 1744933) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Oklahoma City, OK and has over 22 years of experience in the finance industry.

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