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Wendy Warren Loehr

Captrust

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About Wendy Warren Loehr

Wendy Warren Loehr is a financial advisor with Captrust. Wendy has been in the industry since March 6, 2017 and holds the Series 66, SIE and Series 7 licenses. She has a CFP® designation and is registered in Indiana. Wendy's previous employer was Equity Services, Inc.. Wendy has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and insurance companies.

Firm Information

Wendy Loehr is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Wendy Loehr’s Registration & Firm History

IN

12/19/2023 - Present

Captrust (Chesterton IN)

IN

03/07/2017 - 12/20/2023

EQUITY SERVICES, INC. (LAPORTE IN)

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Licenses & Designations

BOTH

Issued 05/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Warren Loehr.
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