Unclaimed
Wendelin Padek is an investment advisor representative at HUB Investment Partners, LLC. Wendelin has been in the industry since 1997, working previously with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Wendelin is licensed in Indiana, Louisiana and Texas. Wendelin has passed the Series 66, Series 7 and SIE exams. Wendelin focuses on providing financial planning, pension consulting, and educational seminars to clients. The firm also provides portfolio management services for businesses, individuals, and pooled investment vehicles.
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.
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.
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2
IN
12/23/2024 - Present
HUB Investment Partners, LLC (Carmel IN)
IN
06/30/1997 - 08/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MN
06/30/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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