Dennis
Wesel
Interactive Financial Advisors
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About this Advisor
Dennis Wesel is a financial advisor based in New Lenox, Illinois, working with Interactive Financial Advisors. Dennis has previously held positions at Interactive Financial Advisors, CVS Health, Agile Health, and Branshaw Financial. Dennis has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Wisconsin. Currently, Dennis is part of Interactive Financial Advisors, which operates out of New Lenox, Illinois. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$284,940,831
36
3,152
$90,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dennis Wesel Work History
Branshaw Financial
Interactive Financial Advisors
Cvs Health
Agile Health
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
Kill Devil Hills, NC
Chicago, IL
Newport News, VA
Onalaska, WI
New Lenox, IL
Heathsville, VA
Great Falls, MT
El Reno, OK
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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