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Andrew David Papendieck

WCM Investment Management

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About Andrew David Papendieck

Andrew Papendieck is a financial advisor with over 30 years of experience in the financial services industry. Andrew is currently registered with WCM Investment Management, LLC and Martin Capital Partners, LLC. Andrew has a broad range of experience in the financial services industry, having previously worked for several other firms, including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Smith Barney Inc. and Lehman Brothers Inc. Andrew is committed to providing his clients with the highest level of service and expertise.

Firm Information

Andrew Papendieck is currently registered with WCM Investment Management. WCM Investment Management is an investment advisor headquartered in Laguna Beach, California. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio recommendations to other investment advisors. WCM Investment Management manages approximately $66.61 billion in assets for a diverse client base, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. The firm participates in wrap fee programs.
WCM Investment Management

281 BROOKS STREET

LAGUNA BEACH, CA 92651-2974

$66.61B

Assets Under Management

24

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers

Provide model portfolio recommendations to other investment advisers

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Papendieck’s Registration & Firm History

OR

01/06/2025 - Present

WCM Investment Management (Eugene OR)

OR

10/14/2011 - 12/04/2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EUGENE OR)

OR

01/03/2011 - 10/14/2011

WELLS FARGO ADVISORS, LLC (EUGENE OR)

OR

05/16/1997 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (EUGENE OR)

NY

07/31/1993 - 05/23/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

01/11/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

10/23/1985 - 01/22/1988

WEDBUSH SECURITIES, INC.

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Licenses & Designations

IA

Issued 10/02/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew David Papendieck.
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