Nicholas
Werkmeister
Genex Consulting
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About this Advisor
Nicholas Werkmeister is a financial advisor based in Saint Louis, Missouri, working with Genex Consulting. Nicholas has previously held positions at Rhi, Wells Fargo Clearing Services LLC, Codilis, Moody & Circelli P.C, Blase & Associates LLC, Imo'S Pizza, Private Client Services, and Genex Consulting LLC. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Nicholas is part of Genex Consulting, which operates out of Saint Louis, Missouri. The firm has 20 employees and manages assets totaling $605.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Genex Consulting includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Genex Consulting Brokerage Details
$605,481,331
20
2,465
$245,631
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nicholas Werkmeister Work History
Private Client Services
Genex Consulting LLC
Rhi
Wells Fargo Clearing Services LLC
Codilis, Moody & Circelli P.C
Blase & Associates LLC
Imo'S Pizza
Disclosures
Please visit the SEC profile of Nicholas Werkmeister 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 Genex Consulting
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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