WIENKEN ADVISORS, LTD.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
7

Firm details

Headquarters
MECHANICSBURG, Pennsylvania
CRD number
148335
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

Wienken Advisors, Ltd. operates as a corporation focused on providing financial advisory services. The firm engages in various business activities, including hosting educational seminars and workshops aimed at enhancing client knowledge in financial matters. While it does not classify itself as a capital allocator or an ESG investor, it offers a range of services to its clients, which include hourly charges, fixed fees, and other fee structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER LENZ

    Owner & CEOCRD 2035313

Contacts

3 of 6
  • MATTHEW EBERLY

    Financial ProfessionalCRD 4789362

  • Christopher Lenz

    Investment Adviser RepresentativeCRD 7727589

  • PATRICK HANOSEK

    Financial AdvisorCRD 6481070

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MECHANICSBURG, PA

CUMBERLAND

Location

MECHANICSBURG, PA

Headquartered in MECHANICSBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area
Harrisburg-York-Lebanon, PA
Region
Northeast
County
CUMBERLAND
Address
100 Sterling Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth