Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Wenzel is a financial advisor registered with the state of California since August 2014 and Texas since April 2017. John holds a Series 65 license and is a Certified Financial Planner. John works with Archvest Wealth Advisors, Inc. and Grossman Financial Management. John specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/10/2017 - Present
Archvest Wealth Advisors, Inc. (CONCORD CA)
IA
Issued 03/28/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Wenzel is the right advisor for you? Invested Better is here to help.
