Dennis Wesel is a registered investment advisor at Interactive Financial Advisors, based in Green Lake, WI, with 8 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,151 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.
Location
Green Lake, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is employed by Branshaw Financial as an assistant for investment clients and as a tax preparer. He is compensated with a salary.
Employment History
Current Registrations
Interactive Financial Advisors
State Registrations1 state
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