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Wienken Advisors, Ltd.

Headquartered in MECHANICSBURG, PA

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Firm Information

Wienken Advisors, Ltd. is a firm that offers advisory and coaching services on retirement planning and other financial matters. They also provide educational seminars. The firm has 9 licensed agents, investment advisor representatives, registered representatives, and investment advisory functions. They do not offer any services related to security ratings, market timing, publication of periodicals, selection of other advisors, or portfolio management. They serve various clients, including individuals, high-net-worth individuals, and charitable organizations.

Wienken Advisors, Ltd.

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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advise and coach on retirement planning issues and other distinct or situational financial matters.

Advise and coach on retirement planning issues and other distinct or situational financial matters.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Seminar fees; fees for video courses and educational materials

Branch Locations (1)

WIENKEN ADVISORS, LTD. has a total of 1 branch locations across the country.
location

MECHANICSBURG, PA

Advisors at Wienken Advisors, Ltd.

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Phillip David Riley

RA

Virginia Beach, VA

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Disclosures

There are no public disclosures for Wienken Advisors, Ltd..

Frequently Asked Questions (7)

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