BW
BW

Brandy Nelson Weiberg

19 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B

Fee Structure

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Location

Brookfield, WI

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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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Employment History
Current Registrations
Wealthcare Capital Management LLC
April 2006 - Present · 19 yrs 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.