Matthew Wenzinger is a registered investment advisor, based in Port Clinton, OH, with 27 years of industry experience.
Location
130 Jefferson Street, Port Clinton, OH, 43452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the owner/producer of Wenzinger Financial Services, offering life, fixed annuity, and other insurance products and services, dedicating about 10-20% of his time. He also works as a financial planner for Wenzinger Financial Planning and serves as a trustee for his parent's trust, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations12 states
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