JW
Jason Wenk
from Graetz Wealth
Jason Wenk is a financial advisor based in Michigan, Jenison,
with 24 years of experience. Jason currently works for
Graetz Wealth.
Jason maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Jason Wenk works at Graetz Wealth
Graetz Wealth is a financial advisory firm based in Jenison, Michigan. It currently has approximately $107,765,305 of assets under management and employs about 3 people. Graetz Wealth uses a fee structure of a percentage of assets under your management, performance-based fees and solicitor fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
20 years
Fee structure
A percentage of assets under your management, performance-based fees and solicitor fees
Office location
501 Baldwin St, Suite 207, Jenison, Michigan, 49428
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting