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Joan Clare Wenglikowski

EP Wealth Advisors

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About Joan Clare Wenglikowski

Joan Wenglikowski is a financial advisor at EP Wealth Advisors, a firm with a total of 195 investment advisor representatives. Joan has been with EP Wealth Advisors since March 2024. Previously, Joan worked at Wacker Wealth Partners in San Luis Obispo, CA from May 2010. Joan has been registered with the state of California as an Investment Advisor Representative since April 24, 2024. Joan holds the Certified Financial Planner designation. Joan is also registered with the state of California as an Investment Advisor Representative and is in the process of obtaining the FINRA Series 65 license. Joan specializes in retirement planning and investment management for individuals and businesses. Joan is also qualified to provide tax preparation services.

Firm Information

Joan Wenglikowski is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

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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Joan Wenglikowski’s Registration & Firm History

CA

04/24/2024 - Present

EP Wealth Advisors (TORRANCE CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joan Clare Wenglikowski.
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