WK
Wendy L. Kretschmer
STAR WEALTH ADVISORS
BOCA RATON, FL 33432
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CRD#: 3111589
WK
Professional summary
Serving clients from Los Angeles and Boca Raton, Wendy Kretschmer combines hands-on investment work with firm leadership. She is registered to provide investment advice through Star Wealth Advisors in Florida and works with American Trust Investment Services in California. She holds industry credentials including Series 6 and 7 (selling mutual funds and general securities), the SIE, an operations credential (Series 99) and supervisory exams (Series 24 and 27). Many clients turn to her for investment management and related accounting guidance. She is approved by FINRA and Nasdaq and registered in California and Florida.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Wendy has three outside roles. She serves as CEO of Star Wealth Advisors (investment advisory work) and spends about 40 hours per month on that role. She is a shareholder in Ring My Belle, a non-investment business, working roughly 10 hours per month, and she provides accounting consulting related to investments for about 10–20 hours per month depending on client needs. These roles are not insurance, tax, legal, or real estate services. Because she works for other firms and clients, there is potential for conflicts of interest; she is expected to prioritize clients' interests if a conflict arises.
CRS (Client Relationship Summary) - RIA
Click below to view Wendy Louise Kretschmer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2025 - Present
STAR WEALTH ADVISORS
Office #1: 225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432RIA
CRD#: 332344
BOCA RATON, FL
Current
June 5, 2025 - Present
AMERICAN TRUST INVESTMENT SERVICES, INC.
Office #1: 8107 Loyola Blvd, Los Angeles, CA 90045BD
CRD#: 3001
Los Angeles, CA
Past
June 4, 2020 - July 22, 2024
WESTPARK CAPITAL, INC.
BD
CRD#: 39914
LOS ANGELES, CA
Past
June 2, 2010 - October 11, 2019
WESTPARK CAPITAL, INC.
BD
CRD#: 39914
LOS ANGELES, CA
Past
September 9, 1998 - January 28, 1999
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/5/2025)
IAR
Florida(3/19/2025)
RR
Florida(6/5/2025)
IAR
New Jersey(1/20/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
SW
STAR WEALTH ADVISORS
DWORETSKY FINANCIAL | TRUEPATH ADVISING | STAR WEALTH ADVISORS | MAXX WEALTH ADVISORS
CRD#: 332344 / SEC#: 801-130849
RIA
Registered Investment Advisory firm - (12/16/2024 Terminated)Colorado
Registered Investment Advisory firm - (1/19/2026 Approved)Florida
Registered Investment Advisory firm - (3/19/2025 Approved)Michigan
Registered Investment Advisory firm - (3/26/2025 Approved)New Jersey
Registered Investment Advisory firm - (1/20/2026 Approved)Ohio
Registered Investment Advisory firm - (3/17/2025 Approved)PREMIUM
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Contact information
Main Address
225 Ne Mizner Blvd Ste 350, Boca Raton, FL 33432
Mailing Address
Phone number
(888) 201-7331
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 37,322,741 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
