Securestate

Securestate (CRD# 309230) is a financial advisory firm headquartered in Pendleton, IN. They manage $74,077,825 in 519 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 S Main St., Pendleton, IN 46064
https://www.securestateonline.com
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $142,732
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, TX

Financial Advisors at Securestate
Showing 1 - 2 of 2 top financial advisors.
1
Charles Werckenthien, financial advisor Pendleton IN
Charles C. Werckenthien
CRD#: 1009448
100 S Main St., Pendleton, IN 46064

Charles Werckenthien (CRD# 1009448) is an Investment Advisor Representative working at Securestate in Pendleton, IN and has over 26 years of experience in the finance industry.

2
Lauren Wilson, financial advisor Pendleton IN
Lauren E. Wilson
CRD#: 6722782
100 S Main St., Pendleton, IN 46064

Lauren Wilson (CRD# 6722782) is an Investment Advisor Representative working at Securestate in Pendleton, IN and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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