John Wenz is a registered investment advisor, based in Blue Bell, PA, with 24 years of industry experience.
Location
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
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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
John sells life and health insurance, dedicating minimal time to this activity. He is also involved with Wharton Retirement Services for tax/accounting purposes, Fairmount Construction LLC for tax/investment purposes, and real estate rental, each requiring minimal time.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
NFP Securities, INC.Broker
Wharton Equity CorporationBroker
State Registrations15 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.