Wendy Kretschmer is a registered investment advisor, based in Boca Raton, FL, with 15 years of industry experience. Wendy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432
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Regulatory History (1)
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Customer Dispute
August 2026Pending
Employment History
Current Registrations
American Trust Investment Services, INC.Broker
June 2025 - Present · 1 yr 4 mos
Star Wealth Advisors
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Westpark Capital, INC.Broker
June 2020 - July 2024 · 4 yrs 1 mo
Westpark Capital, INC.Broker
June 2010 - October 2019 · 9 yrs 4 mos
Mony Securities CORP.Broker
September 1998 - January 1999 · 4 mos
State Registrations3 states
CAFLNJ
AdvisorBrokerBoth
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.
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