CW
CFP
CW
CFP

Colin Wetzel

13 Years of Experience
State College, PA
Broker

Colin Wetzel is a CFP-designated registered investment advisor, based in State College, PA, with 13 years of industry experience.

Location

222 Blue Course Drive, State College, PA, 16803

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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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Other Business Activities

Colin is an associate/employee at King Financial Partners as a Certified Financial Planner, dedicating about half of his time to this role. He also serves as a director for Rotary Club and co-chair for New Leaf Initiative, both non-profit organizations.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Morgan Stanley
April 2018 - October 2021 · 3 yrs 6 mos
Morgan StanleyBroker
April 2018 - October 2021 · 3 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2014 - March 2018 · 3 yrs 5 mos
Stifel, Nicolaus & Company, Incorporated
October 2014 - March 2018 · 3 yrs 5 mos
Wells Fargo Advisors, LLC
March 2013 - May 2014 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
January 2013 - May 2014 · 1 yr 4 mos
Pruco Securities, LLC.Broker
November 2011 - November 2012 · 1 yr
State Registrations26 states
ALCACOCTFLGAILMAMDMNMONCNHNJNMNYOHOKORPARISCTNTXVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Colin Wetzel - Financial Advisor | TrueAdvisor