Wesley Shindler
Wesley Shindler is a registered investment advisor at Prospera Financial Services, INC., based in Dallas, TX, with 26 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
5429 Lbj Freeway, Suite 750, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Criminal
December 1995Other Business Activities
Wesley owns Maverick Road Logistics LLC and SAWC Ventures LLC, both trucking-related businesses established in October 2024. He dedicates minimal time to each venture.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
State Registrations53 states
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
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