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Paul Robert Wehner

Schechter Investment Advisors, LLC

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About Paul Robert Wehner

Paul Wehner is a financial advisor at Schechter Investment Advisors, LLC and has been in the industry since 2012. Paul is a registered Investment Advisor representative in Illinois and Michigan. Paul holds FINRA Series 7, 63, 65 and SIE licenses. Paul provides portfolio management services to individuals, businesses and charitable organizations. Paul has previously worked at Western International Securities, Inc., Coe Capital Management, LLC, E.A. Horwitz, LLC and Kingswood Capital Partners, LLC. Paul has also worked at Schechter Private Capital, a private equity investing firm.

Firm Information

Paul Wehner is currently registered with Schechter Investment Advisors, LLC. Schechter Investment Advisors, LLC is a Birmingham, MI-based registered investment advisor with over $3.3 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They cater to a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Schechter Investment Advisors, LLC

111 E. MERRILL STREET

BIRMINGHAM, MI 48009

$3.35B

Assets Under Management

782

Total Clients

16

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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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.

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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Paul Wehner’s Registration & Firm History

IL

01/21/2022 - Present

Schechter Investment Advisors, LLC (Deerfield IL)

IL

08/03/2016 - 12/27/2016

WESTERN INTERNATIONAL SECURITIES, INC. (DEERFIELD IL)

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Licenses & Designations

BC

Issued 11/22/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Robert Wehner.
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