Wpg Financial Group, LLC

Wpg Financial Group, LLC (CRD# 291708) is a financial advisory firm headquartered in Baltimore, MD. They manage $269,523,982 in 839 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3600 O'donnell Street, Suite 860, Baltimore, MD 21224
https://www.linkedin.com/in/todd-paradise-cfp%c2%ae-0071b94/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $321,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

FL, GA, MD, PA, VA

Financial Advisors at Wpg Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Patrick Bollinger, financial advisor Baltimore MD
Patrick Bollinger
CRD#: 6754992
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Patrick Bollinger (CRD# 6754992) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 3 years of experience in the finance industry.

2
Steven Gessner, financial advisor Baltimore MD
Steven J. Gessner
CRD#: 2650114
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Steven Gessner (CRD# 2650114) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 22 years of experience in the finance industry. Steven Gessner 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.

3
Todd Paradise, financial advisor Baltimore MD
Todd F. Paradise
CRD#: 4248813
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Todd Paradise (CRD# 4248813) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 21 years of experience in the finance industry. Todd Paradise 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.

4
Michael Burchell, financial advisor Baltimore MD
Michael B. Burchell
CRD#: 1703648
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Michael Burchell (CRD# 1703648) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 7 years of experience in the finance industry.

5
Dale Foard, financial advisor Baltimore MD
Dale B. Foard
CRD#: 1884326
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Dale Foard (CRD# 1884326) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 15 years of experience in the finance industry.

6
Nicholas Rumke, financial advisor Baltimore MD
Nicholas P. Rumke
CRD#: 7072307
3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Nicholas Rumke (CRD# 7072307) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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