Louis Weitkam Iii
Professional Summary
Louis Weitkam Iii, who also goes by Louis Weitkam III, Louis Weitkam, is a registered financial advisor currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington. Louis is registered as a RR (Registered Representative) and started their career in finance in 2001. Louis has worked at 7 firms and has passed the Series 52TO, Series 99TO, SIE, Series 7, Series 27 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Louis Weitkam Iii, Louis Weitkam
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
INTERCHANGE CLEARING LLC
Contact Information
Main Address
700 Washington Street Suite 401, Vancouver, WA 98660Mailing Address
700 Washington Street Suite 401, Vancouver, WA 98660Phone Number
+1 (855) 468-7934Established
Delaware since 06/25/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Louis Weitkam Iii's CRS (Customer Relationship Summary).
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