Wade
Krempel

Synovus Securities, Inc

CRD#5415792
Investment Advisor
in Naples, FL

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About this Advisor

Wade Krempel is a financial advisor based in Naples, Florida, working with Synovus Securities, Inc. Wade has previously held positions at Suntrust Investment Services, Inc, Synovus Securities, Inc, Synovus Bank, and Suntrust Advisory Services. Wade has passed the Series 66 regulatory exam and is registered to provide services in Florida, Indiana, Michigan, and Ohio. Currently, Wade is part of Synovus Securities, Inc, which operates out of Naples, Florida. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2325 Vanderbilt Beach Road
Naples, FL 34109

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$6,242,394,824

FL Average: $3,570,121,308
Total Number of Employees

292

FL Average: 58
Total Number of Accounts

12,037

FL Average: 1,608
Average Account Size

$518,601

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Wade Krempel Work History

2019 - Present (5 years)

Synovus Securities, Inc

2019 - Present (5 years)

Synovus Bank

2019 - 2019 (< 1 year)

Synovus Bank

2019 - 2019 (< 1 year)

Synovus Securities, Inc

2016 - 2019 (3 years)

Suntrust Advisory Services

2013 - 2019 (6 years)

Suntrust Investment Services, Inc

Disclosures

Please visit the SEC profile of Wade Krempel 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 Synovus Securities, Inc

Cynthia Pope
Perry, GA
Christopher Sullivan
Birmingham, AL
Isoldy Guzman
Port Charlotte, FL
John Clidas
Columbus, GA
Robert Law
Atlanta, GA
Comer Woodruff
Athens, GA
James Mckenzie
Atlanta, GA
Keith Garner
Wesley Chapel, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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