Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Wiechel is a financial advisor with The Colony Group, LLC, a firm with offices in Boston, MA and St. Louis, MO. Stephen has been in the industry since 2006. Stephen holds a Series 7 and Series 66 license and is a Certified Financial Planner. Stephen has experience in providing financial planning, portfolio management, and other advisory services. Stephen also has experience working with clients who are individuals, businesses, trusts, and charities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
MO
06/20/2006 - 11/13/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephen Wiechel is the right advisor for you? Invested Better is here to help.
