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Paladin Research Report For:

Glenn Wessel

Wessel Investment Counsel, L.L.C.

CFA®CPACFP®
22 South Pack Square
Suite 400
Asheville, NC 28801
828-232-2000

About Glenn Wessel

The straight scoop: If you're like me, you don't like partial truths, misleading statements, puffery, or anything else that smacks of bias. In that vein, I have taken great pains to create a fully independent investment advisory and financial planning practice that is honest and transparent to its core. If you'll spend a few minutes on our website (button above), I am certain you will find our approach to be straightforward and sincere.

See Disclosures

General Information

Firm Start Year
  • 0
CRD#
  • 1430479
Name of Broker/Dealer
  • Shareholders Service Group, Inc.
Name of Custodial Firm
  • Shareholders Service Group, Inc. / Pershing, LLC
Years of Experience in Financial Services
  • 32
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Financial Advice & Consulting

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CFA®, CPA

Firm Information

Advisor's Number of Clients
  • 92

Compensation and Fees

Compensation Methods
  • Based on Assets, Flat Fee, Hourly

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886481/paladinregistry-Wessel-Investment-Counsel,-L.L.C.-detailed-disclosure.html