Wealthpenn.com LLC

Wealthpenn.com LLC (CRD# 308861) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.wealthpenn.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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.

PA

Financial Advisors at Wealthpenn.com LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Shearer, financial advisor Sinking Spring PA
Michael L. Shearer
CRD#: 7246747
Sinking Spring, PA

Michael Shearer (CRD# 7246747) is an Investment Advisor Representative working at Wealthpenn.com LLC in Sinking Spring, PA and has 1 year 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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