Anders
Storvik
Wela Financial Advisory
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About this Advisor
Anders Storvik is a financial advisor operating out of San Antonio, Texas, with a total of 5 years of industry experience. Storvik works at Wela Financial Advisory. During their career, the advisor has held roles at University Of The Incarnate Word, Sonterra Country Club, Axa Advisors, Lllc, Gwn Securities Inc, Brent Forrest & Associates LLC and Purshe Kaplan Sterling Investments. Storvik has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Wela Financial Advisory is a financial advisory company that has its headquarters in San Antonio, TX. It oversees $459 million in total assets among its 1,504 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,504 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. Wela Financial Advisory provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Wela Financial Advisory likely are comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wela Financial Advisory Brokerage Details
$458,687,899
8
1,504
$304,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Anders Storvik Work History
Anders has been registered as a financial advisor for 5 years.*
Brent Forrest & Associates LLC
Brent Forrest & Associates LLC
Purshe Kaplan Sterling Investments
Brent Forrest & Associates LLC
Gwn Securities Inc
Axa Advisors, Lllc
Sonterra Country Club
University Of The Incarnate Word
*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 Anders Storvik 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 Wela Financial Advisory
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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