Wychick Investment Advisors, Inc.

Wychick Investment Advisors, Inc. (CRD# 137957) is a financial advisory firm headquartered in Bend, OR. They manage $17,500,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $87,500
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
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.

OR

Financial Advisors at Wychick Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William G. Parker
CRD#: 2203617
Bend, OR
96
Wealthminder
score

William Parker (CRD# 2203617) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 24 years of experience in the finance industry. William Parker 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.

2
Stephen V. Swenson
CRD#: 3129579
Bend, OR
93
Wealthminder
score

Stephen Swenson (CRD# 3129579) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 18 years of experience in the finance industry.

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