Wendy Loch
Wendy Loch is a CFP-designated registered investment advisor at Chambers Financial Group, LLC., based in Green Bay, WI, with 21 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 200 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees for mutual funds/variable annuities/private placements are capped at 1.10% for accounts up to $10,000,000. Chambers Financial has the discretion to negotiate lower fees or waive fees.
Fee Estimator
Location
2010 Velp Ave., Green Bay, WI, 54303
Get directionsHistory
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
Wendy is involved in insurance sales through Chambers Financial Group, dedicating minimal time to selling life insurance since 2007. She is also a member of CCL Properties LLC and WRC Properties LLC, both hotel businesses, dedicating minimal time to each.
Employment History
Current Registrations
Chambers Financial Group, LLC.
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Securities America, INC.Broker
Securities Service Network, INC.Broker
Citigroup Global Markets INC.Broker
Securities America, 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.