linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Paul Rumke

WPG Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Paul Rumke

Nicholas Rumke is an investment advisor representative with WPG Financial Group, LLC. Nicholas has been working in the financial industry since July 2019, focusing on financial planning and portfolio management for individuals and businesses. Nicholas is also registered with the state of Maryland.

Firm Information

Nicholas Rumke is currently registered with WPG Financial Group, LLC. WPG Financial Group, LLC is a registered investment advisor with offices in Baltimore, MD. The firm manages over $301 million in assets for a variety of clients, including individuals, corporations, pension plans, and charitable organizations. They provide financial planning, portfolio management, and wrap fee program participation. The firm has 3 licensed agents and 6 investment advisor representatives.
WPG Financial Group, LLC

3600 O'DONNELL STREET

BALTIMORE, MD 21224

$301.24M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Rumke’s Registration & Firm History

MD

12/03/2024 - Present

WPG Financial Group, LLC (BALTIMORE MD)

Not sure if Nicholas Paul Rumke is right for you?

Licenses & Designations

IA

Issued 12/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Paul Rumke.
Not sure if Nicholas Paul Rumke is right for you?