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Wayne Penello

4 Years of Experience
Columbus, TX

Wayne Penello is a registered investment advisor at Nextgen Emp, based in Columbus, TX, with 4 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $7.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$7.1M
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Location

Columbus, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Wayne is an advisor to the board of directors for Aegis-Hedging Solutions, a commodities research, trading, and portfolio management software development company. He dedicates about 10-20% of his time to this role, advising the board of directors as a commodities trading SME.

Employment History
Current Registrations
Nextgen Emp
November 2024 - Present · 1 yr 6 mos
Anova Management
January 2022 - Present · 4 yrs 4 mos
State Registrations3 states
FLNYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wayne Penello - Financial Advisor | TrueAdvisor