Wpg Financial Group, LLC
Wpg Financial Group, LLC (CRD# 291708) is a financial advisory firm headquartered in Baltimore, MD. They manage $301,238,656 in 1,008 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management301MILLION
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Total Number of Accounts1,008ACCOUNTS
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Average Account Value$298,848
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, MD, NC, PA, VA
Patrick Bollinger (CRD# 6754992) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 5 years of experience in the finance industry.
Steven Gessner (CRD# 2650114) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 24 years of experience in the finance industry.
Todd Paradise (CRD# 4248813) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 23 years of experience in the finance industry.
Michael Burchell (CRD# 1703648) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 9 years of experience in the finance industry.
Dale Foard (CRD# 1884326) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.
Nicholas Rumke (CRD# 7072307) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 2 years of experience in the finance industry.