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Craig Matthew Wezenski

Exencial Wealth Advisors

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About Craig Matthew Wezenski

Craig Matthew Wezenski is an investment advisor representative with Exencial Wealth Advisors. Craig has been in the industry since 1998 and has a wide range of experience in the financial services industry. Craig has passed both the Series 63 and Series 65 exams, which are required for individuals to provide investment advice in the United States. Craig also has a Series 7 and Series 52 license. Craig has worked for several firms including Fidelity Brokerage Services and H&R Block Financial Advisors. Craig is currently an equity partner at Exencial Wealth Advisors. Craig is a licensed investment advisor representative in Connecticut, North Carolina and Oklahoma. Craig is a specialist in a range of specialties including Retirement Planning, Portfolio Management, Estate Planning, Insurance Planning, and Business Planning.

Firm Information

Craig Wezenski is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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general consulting

General consulting

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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percentage of assets

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

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other

Revenue sharing arrangement

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Craig Wezenski’s Registration & Firm History

OK

06/09/2020 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

CT

01/09/2007 - 06/02/2014

FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)

NH

06/01/1998 - 12/19/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (CONCORD NH)

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Licenses & Designations

IA

Issued 03/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/21/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/29/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Matthew Wezenski.
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