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).

Current Firm Details
3600 O'donnell Street, Suite 860, Baltimore, MD 21224
https://www.linkedin.com/in/michaelburchell
By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    1,008
    ACCOUNTS
  • Average Account Value
    $298,848
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
The map below shows states where this firm has explicit registration only.

FL, GA, MD, NC, 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 5 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 24 years of experience in the finance industry.

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 23 years of experience in the finance industry.

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 9 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 16 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 over 2 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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