EW
EW

Edward Thomas Wuenschell

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$62.0M

Fee Structure

Minimum Investment:$5K
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Location

1636 Logan Street, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward is appointed with several financial firms and insurance companies. He owns FW Benefit Professionals, LLC, an investment-related employee benefits advisor, which takes up all of his securities trading hours.

Employment History
Current Registrations
World Capital Advisors, LLC
February 2011 - Present · 15 yrs
Previous Registrations
Apb Financial Group LTD
July 2003 - April 2004 · 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Edward Thomas Wuenschell - Financial Advisor | TrueAdvisor