Robert
Wetzel
Bookends Financial Planning
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About this Advisor
Robert Wetzel is a financial advisor based in Wheeling, West Virginia, working with Bookends Financial Planning. Robert has previously held positions at Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Skybridge Investments LLC, Bookends Financial Planning (Wetzel Investment Advisors Inc), and Bookends Financial Planning (Wetzel Investment Advisors, Inc). Robert has passed the Series 66 regulatory exam and is registered to provide services in Florida, Indiana, Texas, and West Virginia. Currently, Robert is part of Bookends Financial Planning, which operates out of Wheeling, West Virginia. The firm has 3 offices and 9 employees. The firm manages assets totaling $254.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Bookends Financial Planning includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bookends Financial Planning Brokerage Details
$254,062,036
9
1,803
$140,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Wetzel Work History
Bookends Financial Planning (Wetzel Investment Advisors, Inc)
Skybridge Investments LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Bookends Financial Planning (Wetzel Investment Advisors Inc)
Disclosures
Please visit the SEC profile of Robert Wetzel 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 Bookends Financial Planning
Wheeling, WV
Rixeyville, VA
Indianapolis, IN
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