Dennis
Wesel
Interactive Financial Advisors
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About this Advisor
Dennis Wesel is a financial advisor working in New Lenox, Illinois with a total of 6 years of relevant experience. Wesel is an advisor for Interactive Financial Advisors. The advisor has gained experience at Interactive Financial Advisors, Cvs Health, Agile Health and Branshaw Financial. Wesel holds a Series 65 license, certifying them as an investment advisor representative, and can work in Illinois. Interactive Financial Advisors is an advisory firm operating out of New Lenox, IL. It has offices in 23 locations and a total of 37 people on staff. It controls $278 million in assets under management across its 3,090 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 3,090 client accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services are provided. Fee types billed by Interactive Financial Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$278,271,719
37
3,090
$90,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dennis Wesel Work History
Dennis has been registered as a financial advisor for 6 years.*
Branshaw Financial
Interactive Financial Advisors
Cvs Health
Agile Health
*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 Dennis Wesel 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 Interactive Financial Advisors
Chicago, IL
Onalaska, WI
El Reno, OK
Pahrump, NV
Heathsville, VA
New Lenox, IL
Warrenton, VA
Fairfax, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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