Wychick Investment Advisors, Inc.
Wychick Investment Advisors, Inc. (CRD# 137957) is a financial advisory firm headquartered in Bend, OR. They manage $25,000,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wychick Investment Advisors, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Wychick Investment Advisors, Inc.
1
William Parker (CRD# 2203617) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 32 years of experience in the finance industry.
2
Stephen Swenson (CRD# 3129579) is an Investment Advisor Representative working at Wychick Investment Advisors, Inc. in Bend, OR and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.