Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyatt? Claim Your ProfileWyatt Schrepfer is a registered Investment Advisor Representative with Prime Capital Financial. Wyatt is based in Boerne, TX and has been working in the financial industry since 2008. Wyatt holds a Series 65 license and is registered to offer investment advisory services in Texas. Wyatt is also a member of CHHSZ Holdings, LLC, which provides professional investment advisory services as an IAR of Prime Capital Investment Advisors, LLC. Wyatt specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, corporations, charitable organizations, 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
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TX
09/05/2018 - Present
Prime Capital Financial (Boerne TX)
IA
Issued 09/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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