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Joan Clare Wenglikowski
Corporate Officer/Principal en Wacker Wealth Partners LLC .
Cargos activos de Joan Clare Wenglikowski
Empresas | Cargo | Inicio | Fin |
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Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Corporate Officer/Principal | 02/01/2007 | - |
Historial de carrera de Joan Clare Wenglikowski
Formación de Joan Clare Wenglikowski.
Ferris State University (Michigan) | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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Wacker Wealth Partners LLC
![]() Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds. | Finance |