WestPac Wealth Partners- Financial Advisor Oakbrook Terrace, IL

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About WestPac Wealth Partners

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.

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General Information

Firm Start Year

2007

No. of Employees

100-499

CRD#

7015673

Firm CRD#

46173

Name of Broker/Dealer

Guradian/Park Avenue Securities

States Licensed in

IL, PA, MA

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Korean

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Firm's Number of Clients

36,000

Assets Managed by Firm

$3,400,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee, Based on Assets, Commissions

Education

Bachelor of Arts -

McGill University
09/01/2010 -06/01/2014

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892093/paladinregistry-WestPac-Wealth-Partners-detailed-disclosure.html

Disclaimer

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America^® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.

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Paladin Research Report For:

WestPac Wealth Partners