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Erin Kathleen Wennberg

Performance Trust Capital Partners, LLC

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About Erin Kathleen Wennberg

Erin Wennberg is a financial advisor at Performance Trust Capital Partners, LLC. Erin has been in the financial services industry since December 9, 2013. Erin is registered with FINRA as a General Securities Representative and holds the Series 7 and Series 63 licenses. Erin is also registered with the state of Colorado and Illinois. Erin previously worked at Cambridge Investment Research, Inc., Woodbury Financial Services, Inc., Vanguard Marketing Corporation, and Northstar Securities, LLC.

Firm Information

Erin Wennberg is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Erin Wennberg’s Registration & Firm History

IL

07/19/2022 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

AZ

01/25/2022 - 07/21/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Scottsdale AZ)

AZ

03/12/2019 - 02/01/2022

WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

AZ

05/15/2018 - 11/14/2018

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

CO

06/20/2013 - 03/19/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 10/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Erin Kathleen Wennberg.
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