Wendy
Kouvaras

Spc

CRD#5403681
Investment Advisor
in Brunswick, OH

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About this Advisor

Wendy Kouvaras is a financial advisor operating out of Brunswick, Ohio, who has been in the financial industry for 10 years. Kouvaras is currently employed by Spc. Over the course of their career, they have held roles at Royal Alliance Associates, Rehmann Financial, Pension Builders And Consultants, Sigma Financial Corporation and Spc. Kouvaras has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida, Georgia, Illinois and Ohio. Spc is a registered investment business that has its headquarters in Brunswick, Ohio. The investment advisory business has offices in 464 locations and a total of 705 advisors. It has $5 billion in total assets among its 25,865 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 13 charitable organizations. Of its 25,865 accounts, just 9% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a wide assortment 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 for financial advice typically are based on the services provided. Fees billed by Spc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

Brunswick, OH

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

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

705

OH Average: 21
Total Number of Accounts

25,865

OH Average: 1,586
Average Account Size

$176,210

OH Average: $594,845

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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

Wendy Kouvaras Work History

Wendy has 10 years of experience.

2013 - Present (9 years)

Sigma Financial Corporation

2013 - Present (9 years)

Spc

2012 - 2013 (1 year)

Pension Builders And Consultants

2010 - 2013 (3 years)

Royal Alliance Associates

2010 - 2012 (2 years)

Rehmann Financial

Disclosures

Wendy Kouvaras has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Scott Findeisen
Westerly, RI
Joseph Warsecke
Plymouth, MI
Dean Bell
Utica, MI
Blake Smith
Ottumwa, IA
Andrew Grimston
Allen Park, MI
Thomas Schalk
Gainesville, TX
Bonnie Luternow
Clarkston, MI
Marvin Boxdorfer
Greenwood, IN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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