Ching Po
Wang

Spc

CRD#6176616
Investment Advisor
in Troy, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ching Po Wang is a financial advisor operating out of Troy, Michigan, with a total of 5 years of relevant experience. Wang currently works for Spc. During their career, Wang has held roles at Walsh College, Axa Advisors, LLC, Parkland Securities LLC and Sigma Planning Corporation. Wang maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Maryland and Michigan. Spc is an advisory business based out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 people on staff. It controls $6 billion in total assets among its 34,594 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 34,594 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on the financial services. Fees billed by Spc may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

904 Wesley Drive
Troy, MI 48098

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ching Po Wang Work History

Ching Po has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Parkland Securities LLC

2018 - Present (5 years)

Sigma Planning Corporation

2013 - 2013 (< 1 year)

Walsh College

2013 - 2018 (5 years)

Axa Advisors, LLC

*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 Ching Po Wang 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 Spc

Kyle Aschliman
Fort Wayne, IN
Karen Meacham
Victoria, TX
Phillip Mekas
Ann Arbor, MI
Mark Sumner
Ann Arbor, MI
Ching Po Wang
Troy, MI
Chad Hyllested
Colorado Springs, CO
Craig Johnson
Ann Arbor, MI
Edward Murray
Ann Arbor, MI

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started