Glenn Wessel
Wessel Investment Counsel, L.L.C.
22 South Pack Square
Suite 400
Asheville, NC 28801
8282322000
About Wessel Investment Counsel, L.L.C.
The straight scoop: If you're like me, you don't like partial truths, misleading statements, puffery, or anything else that smacks of bias. In that vein, I have taken great pains to create a fully independent investment advisory and financial planning practice that is honest and transparent to its core. If you'll spend a few minutes on our website (button above), I am certain you will find our approach to be straightforward and sincere.
See Disclosures
General Information
CRD#
1430479
Name of Broker/Dealer
Shareholders Service Group, Inc.
Name of Custodial Firm
Shareholders Service Group, Inc. / Pershing, LLC
Years of Experience in Financial Services
32
Work with the following types of clients
Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Financial Advice & Consulting
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CPA
Firm Information
Advisor's Number of Clients
92
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Hourly
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886481/rothira-Wessel-Investment-Counsel,-L.L.C.-detailed-disclosure.html