Venn Wealth & Benefit Services, LLC
Venn Wealth & Benefit Services, LLC (CRD# 129865) is a financial advisory firm headquartered in Altoona, PA. They manage $22,206,587 in 153 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management22MILLION
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Total Number of Accounts153ACCOUNTS
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Average Account Value$145,141
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
Christian Halas (CRD# 2590797) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.
Robert Knox (CRD# 1489244) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 38 years of experience in the finance industry.
Michael Schultz (CRD# 1449585) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Altoona, PA and has over 38 years of experience in the finance industry.
Joseph Zappia (CRD# 6709563) is an Investment Advisor Representative working at Venn Wealth & Benefit Services, LLC in Dubois, PA and has over 7 years of experience in the finance industry.