Tony Wendeln
Tony Wendeln is a registered investment advisor at Advanced Asset Management Advisors, INC., based in Piqua, OH, with 25 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 336 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAMA charges a percentage of your portfolio's value each year, up to 2%. The exact fee is negotiable. If you end your relationship with AAMA, any unearned fees will be refunded to you.
Location
326 North Wayne St., Piqua, OH, 45356
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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.
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Tony is a partner at The Racquet Club, spending minimal time on this role. He is also a managing member of Wayne St. Investments, LLC and was the CEO of Murray Wells Wendeln & Robinson CPAs LLC until 2017, and is currently a general manager at 360 Accounting Solutions LLC, dedicating full-time hours.
Employment History
Current Registrations
Advanced Asset Management Advisors, INC.
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Locust Street Securities, INC.Broker
State Registrations1 state
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.