Wesley Heinrichs is a CFP-designated registered investment advisor, based in Atlanta, GA, with 9 years of industry experience.
Location
9040 Roswell Road, Suite 375, Atlanta, GA, 30350
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
Wesley owns Wesley Heinrichs, LLC for tax/investment purposes since 2017. He is also affiliated with The Cason Group selling non-variable insurance and Axio Wealth Strategies, LLC providing investment advisory services, dedicating a few hours per week to each. Additionally, Wesley is an insurance agent, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
LPL Financial LLC
Ifg Advisory, LLC
Bay Financial Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations20 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.