Jessica
Crandall
Weinand Financial, Inc
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About this Advisor
Jessica Crandall is a financial advisor based in Olympia, Washington, working with Weinand Financial, Inc. Jessica has previously held positions at Roots Aquatics And Fitness Center, Office Of Michael Weinand, Kms Financial Services, Inc, Roots Gymnastics Center, Lpl Financial, LLC, and Weinand Financial, Inc. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Jessica is part of Weinand Financial, Inc, which operates out of Olympia, Washington. The firm has 4 employees and manages assets totaling $443.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Weinand Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Weinand Financial, Inc Brokerage Details
$443,430,020
4
1,603
$276,625
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jessica Crandall Work History
Weinand Financial, Inc
Office Of Michael Weinand
Lpl Financial, LLC
Kms Financial Services, Inc
Roots Aquatics And Fitness Center
Roots Gymnastics Center
Disclosures
Please visit the SEC profile of Jessica Crandall 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 Weinand Financial, Inc
Olympia, WA
Olympia, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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