Rob
Wedel
Cutler Investment Counsel, LLC
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About this Advisor
Rob Wedel is a financial advisor working in Anchorage, Alaska with a total of 1 year of relevant experience. Wedel is currently employed by Cutler Investment Counsel, LLC. Their career trajectory has included roles at The Wilson Agency LLC and Cambridge Investment Research, Inc. Wedel has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alaska. Cutler Investment Counsel, LLC is a registered investment company operating out of Jacksonville, OR. The investment advisory business has offices in five locations and a total of 20 financial advisors. It has $1 billion in assets under management between its 1,790 client accounts, making it one of the bigger firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 1,790 accounts, 32% are held by high-net-worth investors who have at least $1 million in investable assets. Cutler Investment Counsel, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on the financial services. Fees billed by Cutler Investment Counsel, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Investment Counsel, LLC Brokerage Details
$1,054,066,040
20
1,790
$588,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rob Wedel Work History
Rob has been registered as a financial advisor for 1 years.*
Cambridge Investment Research, Inc
The Wilson Agency LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rob Wedel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cutler Investment Counsel, LLC
Jacksonville, OR
Newport Beach, CA
Bellevue, WA
Jacksonville, OR
Seattle, WA
Bellevue, WA
Bellevue, WA
Anchorage, AK
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