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Wendy Helene Bennett

Bennett Associates Wealth Management

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About Wendy Helene Bennett

Wendy Helene Bennett is a financial advisor at Bennett Associates Wealth Management, based in Butler, Pennsylvania. Wendy has been in the financial services industry since 1998. Wendy has extensive experience in financial planning and portfolio management. She holds the Series 6, 7, 31, 63, and 66 securities licenses and is also a Certified Financial Planner. Wendy specializes in helping individual clients and corporations meet their financial goals.

Firm Information

Wendy Bennett is currently registered with Bennett Associates Wealth Management. Bennett Associates Wealth Management is an investment advisor based in Butler, PA. The firm manages approximately $123.7 million in assets for 549 clients. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has 3 investment advisor representatives.
Bennett Associates Wealth Management

122 S WASHINGTON STREET

BUTLER, PA 16001

$123.74M

Assets Under Management

Not reported

Total Clients

2

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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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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Wendy Bennett’s Registration & Firm History

PA

04/06/2023 - Present

Bennett Associates Wealth Management (BUTLER PA)

PA

11/20/2015 - 02/14/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BUTLER PA)

PA

06/01/2009 - 11/24/2015

MORGAN STANLEY (BUTLER PA)

PA

09/19/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BUTLER PA)

GA

11/25/1998 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 10/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 09/18/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wendy Helene Bennett.
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