Nicholas
Rumke
Wpg Financial Group, LLC
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About this Advisor
Nicholas Rumke is a financial advisor based in Baltimore, Maryland, working with Wpg Financial Group, LLC. Nicholas has previously held positions as a student, at Wawa, State Farm, Creekmur Wealth, Founders Financial, Kessler Investments, and Wpg Financial Group. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Nicholas is part of Wpg Financial Group, LLC, which operates out of Baltimore, Maryland. The firm has 6 employees and manages assets totaling $301.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wpg Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wpg Financial Group, LLC Brokerage Details
$301,238,656
6
1,008
$298,848
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
Wpg Financial Group
Kessler Investments
Founders Financial
Student
State Farm
Student
Creekmur Wealth
Student
Wawa
Student
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 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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