Kevin Wenger (CRD# 7259575) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Ellicott City, MD | Jun 2023 - Current | < 1 |
| T. Rowe Price | Owings Mills, MD | May 2020 - Apr 2023 | 2 |
| Elizabethtown College | Elizabethtown, PA | Jan 2020 - May 2020 | < 1 |
| East Coast Dyes | Towson, MD | Dec 2016 - May 2020 | 3 |
| Elizabethtown College | Elizabethtown, PA | Aug 2016 - May 2020 | 3 |
| American Energy Services | Woodlawn, MD | May 2019 - Aug 2019 | < 1 |
| Loyola Blakefield | Towson, MD | Aug 2012 - May 2016 | 3 |
| Emergency Power Services | Baltimore, MD | May 2015 - Aug 2015 | < 1 |
| Valleybrook Country Club | Jerusalem, MD | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MD
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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