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Davis & Wehrle, LLC
SEC-regulated
Registered investment advisor
Davis & Wehrle, LLC, established in 2006, is led by Managing Member Mark E. Wehrle, who holds professional designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF®). Wehrle's educational background includes a Bachelor of Arts in Economics from Rice University. The firm discloses that no management person has been involved in any arbitration claims or civil proceedings. Wehrle is also a licensed insurance agent, with insurance sales accounting for less than 10% of his time. Clients are informed of potential conflicts of interest related to insurance product recommendations and sales, as Wehrle may receive additional compensation and incentive awards for such recommendations. The firm requires disclosure of these conflicts. Wehrle is supervised by the Chief Compliance Officer, Kevin T. Davis. The firm has no reportable events for State-Registered Advisers. Clients can find more information about Wehrle on the SEC's website using specific identification numbers.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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