Pamela Scheppele (CRD# 5409028) is an Investment Advisor Representative working at Dwp Investment Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Pamela Scheppele 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
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.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dwp Investment Management, LLC | Austin, TX | Feb 2022 - Current | 2 |
| Wilke Wealth And Investment Planning | Hales Corner, WI | Jan 2021 - Jan 2022 | 1 |
| Thompson Financial Group | Presque Isle, ME | Aug 1988 - Dec 2020 | 32 |
- TX
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Total Assets Under Management47MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$154,815
- 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
- Educational seminars/workshops
TX
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