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William James Weglein

Alere Planning LLC

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About William James Weglein

William Weglein is a financial advisor at Alere Planning LLC in Towson, Maryland. William has over 17 years of experience in the financial services industry. William's current registrations include Maryland, Pennsylvania, and South Carolina. William offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals.

Firm Information

William Weglein is currently registered with Alere Planning LLC. Alere Planning LLC is a registered investment adviser based in Towson, Maryland. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Alere Planning has approximately $184 million in assets under management.
Alere Planning LLC

110 WEST ROAD

TOWSON, MD 21204

$184.18M

Assets Under Management

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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William Weglein’s Registration & Firm History

MD

04/13/2023 - Present

Alere Planning LLC (TOWSON MD)

MD

09/04/2012 - 02/27/2017

SECURITIES AMERICA, INC. (TIMONIUM MD)

MD

03/08/2007 - 09/13/2012

LPL FINANCIAL LLC (HUNT VALLEY MD)

DE

07/02/2003 - 05/21/2004

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

BOTH

Issued 03/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Weglein.
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