Richard G. Fenger
Professional summary
Richard G Fenger, CFP®, who also goes by Richard Gerard Fenger, is a registered financial advisor currently at FENGER FINANCIAL, PLLC located in Mesa, Arizona.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Richard has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard G Fenger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
December 9, 2024 - Present
FENGER FINANCIAL, PLLC
Office #1: 3740 E Southern Ave Ste 110, Mesa, AZ 85206January 14, 2000 - December 2, 2024
AVANTAX INVESTMENT SERVICES, INC.
November 10, 1997 - December 31, 1999
AVANTAX INVESTMENT SERVICES, INC.
February 28, 1997 - November 17, 1997
WMA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2024)
Exams
Current Firm
FENGER FINANCIAL, PLLC
CRD#: 333384 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 130 |
| AUM (Assets Under Management) | $ 15,299,728 |
Red Flags
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