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Wanda Warsinski
40 Years of Experience
Royal Oak, MI
2 DisclosuresBrokerSells Insurance
Wanda Warsinski is a registered investment advisor at St. Bernard Financial Services, INC., based in Royal Oak, MI, with 40 years of industry experience. Wanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Royal Oak, MI
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 1996Award / Judgment
Employment Separation After Allegations
August 1988Other Business ActivitiesSells Insurance
Wanda works in health sales since 2004, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
St. Bernard Financial Services, INC.
September 2022 - Present · 3 yrs 8 mos
St. Bernard Financial Services, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
April 2015 - May 2017 · 2 yrs 1 mo
MML Investors Services, LLCBroker
February 2015 - May 2017 · 2 yrs 3 mos
Metlife Securities INC.Broker
January 2015 - January 2015 · 0 mos
New England Securities Corporation
July 2010 - December 2014 · 4 yrs 5 mos
New England SecuritiesBroker
July 2002 - January 2015 · 12 yrs 6 mos
Banc One Securities CorporationBroker
February 2001 - June 2002 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
February 1999 - July 2000 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
October 1994 - January 1999 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
September 1994 - January 1999 · 4 yrs 4 mos
Bentley-Lawrence Securities, INC.Broker
December 1988 - May 1994 · 5 yrs 5 mos
Great Lakes Equities CO.Broker
November 1987 - September 1988 · 10 mos
Prudential-Bache Securities INC.Broker
April 1987 - January 1988 · 9 mos
First of Michigan CorporationBroker
August 1984 - March 1987 · 2 yrs 7 mos
Prescott, Ball & Turben, INC.Broker
March 1983 - September 1984 · 1 yr 6 mos
Wm. C. Roney & CO.Broker
August 1980 - March 1983 · 2 yrs 7 mos
Bache Halsey Stuart Shields IncorporatedBroker
August 1979 - September 1980 · 1 yr 1 mo
State Registrations2 states
INMI
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.