Nicholas
Punzio
Wealth Management Group, L.L.C
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About this Advisor
Nicholas Punzio is a financial advisor who works in Palatine, Illinois. Punzio is on the advisory team at Wealth Management Group, L.L.C. Throughout their career, Punzio has worked at Tdameritrade Inc, Associated Investment Services, Inc, Wells Fargo Advisors, LLC, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Lpl Financial LLC and Wealth Management Group, LLC. Punzio maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Illinois. Wealth Management Group, L.L.C is a business operating out of Palatine, IL. The investment advisory business has a total of seven advisors. It controls $528 million in total assets across its 2,625 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 2,625 customer accounts, 33% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules are based on which services are provided. However, fees billed by Wealth Management Group, L.L.C most likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Group, L.L.C Brokerage Details
$528,149,659
7
2,625
$201,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Punzio Work History
Nicholas has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Wealth Management Group, LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Wells Fargo Advisors, LLC
Associated Investment Services, Inc
Tdameritrade Inc
*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 Nicholas Punzio 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 Wealth Management Group, L.L.C
Palatine, IL
Palatine, IL
Downers Grove, IL
Palatine, IL
Palatine, IL
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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