Guenter Wesch (CRD# 5022643) is an Investment Advisor Representative working at Rck Wealth Advisory LLC in Hatfield, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
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Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rck Wealth Management Pllc | Hatfield, PA | Sep 2023 - Current | < 1 |
| Rck Wealth Advisory LLC | Hatfield, PA | Sep 2023 - Current | < 1 |
| Rck Wealth Management LLC | Souderton, PA | Feb 2021 - Current | 3 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Feb 2021 - Sep 2023 | 2 |
| Guenter Wesch, Sole Proprietor | Souderton, PA | Oct 2008 - Sep 2023 | 14 |
| Bfc Planning, Inc. | Souderton, PA | Jun 2016 - Feb 2021 | 4 |
| Wesch Financial LLC | Souderton, PA | Jan 2014 - Feb 2021 | 7 |
| Berthel Fisher & Company Financial Services, Inc. | Marion, IA | Nov 2008 - Feb 2021 | 12 |
| Wesch Investments | Souderton, PA | May 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- PA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$209,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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