Nicholas
Rumke
Wpg Financial Group, LLC
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About this Advisor
Nicholas Rumke is a financial advisor operating out of Baltimore, Maryland who has 2 years of industry experience. Rumke is currently employed by Wpg Financial Group, LLC. Throughout their career, they have worked at Student, Wawa, State Farm, Creekmur Wealth, Founders Financial, Kessler Investments and Wpg Financial Group. Rumke maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Maryland. Wpg Financial Group, LLC is an advisory company based in Baltimore, MD. It administers $255 million in assets between its 933 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 933 client accounts, 15% belong to high-net-worth clients who have more than $1 million in assets available to invest. Wpg Financial Group, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on which service is offered. However, fee types charged by Wpg Financial Group, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wpg Financial Group, LLC Brokerage Details
$255,029,099
8
933
$273,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nicholas Rumke Work History
Nicholas has been registered as a financial advisor for 2 years.*
Wpg Financial Group
Kessler Investments
Founders Financial
Student
State Farm
Student
Creekmur Wealth
Student
Wawa
Student
*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 Rumke 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 Wpg Financial Group, LLC
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
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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