Wychick Investment Advisors, Inc.

Wychick Investment Advisors, Inc. (CRD# 137957) is a financial advisory firm headquartered in Bend, OR. They manage $25,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

70 Sw Century Drive, Suite 100-448, Bend, OR 97702

http://www.wychick.com

By the Numbers

Total Assets Under Management

25

MILLION
Total Number of Accounts

125

ACCOUNTS
Average Account Value

$200,000

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wychick Investment Advisors, Inc.

Showing 1 - 2 of 2 top financial advisors.

William G. Parker

CRD#: 2203617

Bend, OR

William Parker (CRD# 2203617) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 32 years of experience in the finance industry.

Stephen V. Swenson

CRD#: 3129579

Bend, OR

Stephen Swenson (CRD# 3129579) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 25 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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