Wayne Boenig (CRD# 2717523) is an Investment Advisor Representative working at Global Retirement Partners LLC in Barrington, RI and has over 2 years of experience in the finance industry. Wayne Boenig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Barrington, RI | Jun 2021 - Current | 2 |
| Lpl Financial, LLC | Barrington, RI | Apr 2021 - Current | 3 |
| Retirement & Benefit Partners | Barrington, RI | Mar 2021 - Current | 3 |
| H&r Block | Randolph, MA | Oct 2019 - Apr 2021 | 1 |
| Unemployed | Walpole, MA | May 2019 - Sep 2019 | < 1 |
| Sapers & Wallack, Inc. | Newton, MA | Feb 2018 - Apr 2019 | 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jun 2009 - Jan 2018 | 8 |
| Pfe Advisors, Inc. | Southborough, MA | Sep 2007 - Jan 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
- NY
- RI
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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