Unclaimed
Cindy Pingel is an Investment Advisor Representative at Wealthspire Advisors. Cindy is registered in Wisconsin and has been in the industry since April 2000. Cindy is licensed in the state of Wisconsin and has passed the Uniform Investment Adviser Law Examination.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Wealthspire Advisors (Janesville WI)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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