Tae
Kneidinger
Wealthcare Capital Management LLC
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About this Advisor
Tae Kneidinger is a certified financial planner based in Moseley, Virginia, with 3 years of relevant experience. Kneidinger is currently employed by Wealthcare Capital Management LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Kendall Capital Management and Wealthcare Capital Management, LLC. Kneidinger holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Wealthcare Capital Management LLC is a financial advisory firm operating out of Richmond, VA. The firm has offices in 18 locations and a total of 59 financial advisors. It administers $3 billion in assets among its 11,094 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 11,094 client accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. Wealthcare Capital Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which service is offered. However, fees charged by Wealthcare Capital Management LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Capital Management LLC Brokerage Details
$2,603,042,487
59
11,094
$234,635
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
Tae Kneidinger Work History
Tae has been registered as a financial advisor for 3 years.*
Wealthcare Capital Management, LLC
Kendall Capital Management
Ameriprise Financial Services, Inc
*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 Tae Kneidinger 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 Wealthcare Capital Management LLC
Richmond, VA
West Chester, PA
Richmond, VA
Claremont, CA
East Dorset, VT
Richmond, VA
Moseley, VA
Richmond, VA
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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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.
