Kevin M. Wenke

DECISION TREE INVESTMENT ADVISORS LLC

Longwood, FL

Some features on this profile are disabled

CRD#: 4729631

Professional summary

Kevin Montgomery Wenke, CFP®, CLU®, who also goes by Kevin M Wenke, Kevin Wenke, is a registered financial advisor currently at DECISION TREE INVESTMENT ADVISORS LLC located in Longwood, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kevin has worked at 5 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin M Wenke | Kevin Wenke

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.

1)INS SALES & SERVICE; DBA/DECISION TREE FINANCIAL; 419 N. MAGNOLIA AVE., ORLANDO, FL 32801. 2)Owner - Decision Tree Tax Advisors LLC - Tax Preparer 3)WORLD VENTURES, 111 E. WASHINGTON ST., #1920, ORLANDO, FL, 32801. REFER PEOPLE TO TRAVEL CLUB. 4)VISALUS SCIENCE, 111 E. WASHINGTON ST., #1920, ORLANDO, FL 32801. HEALTH & VITAMINS. NOT INVESTMENT RELATED. 5)MEMBERS AIR, E CENTRAL AVE., ORLANDO, FL 32801. COMPANY OFFICER, ASSIST WITH BUSINESS PLAN DEVELOPMENT AND ASSIST IN SALES. 6)Mortgage Loan Originator - Freedom Mortgage Company 7) LSI Professionals LLC; Is the business investment related: No; Location of the business: 2753 Amazon Street Dearborn MI 48120 United States; Description of the business: Trucking and Construction; Position Title: Owner; Responsibilities Duties: Financial Records; Start date with business: 2022-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: No;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Montgomery Wenke'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®

CFP^®

Certified Financial Planner

Start date: 2009

CLU^®

Chartered Life Underwriter

Experience

Current

August 27, 2021 - Present

DECISION TREE INVESTMENT ADVISORS LLC

RIA

CRD#: 314366

Longwood, FL

Past

April 12, 2011 - February 5, 2013

CETERA ADVISORS LLC

RIA

CRD#: 10299

ORLANDO, FL

Past

March 30, 2011 - February 5, 2013

CETERA ADVISORS LLC

CRD#: 10299

ORLANDO, FL

Past

April 7, 2009 - March 29, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ORLANDO, FL

Past

March 31, 2009 - March 29, 2011

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ORLANDO, FL

Past

June 28, 2005 - March 4, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ORLANDO, FL

Past

November 25, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ORLANDO, FL

Past

November 25, 2003 - March 4, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ORLANDO, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/6/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/24/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DECISION TREE INVESTMENT ADVISORS LLC

CRD#: 314366 / SEC#:

Florida

Registered Investment Advisory firm - (8/27/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Longwood, FL

Mailing Address

Phone number

(844) 433-2474

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kevin M. Wenke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Montgomery Wenke's CRS (Customer Relationship Summary).

Certified licenses

Experience

DECISION TREE INVESTMENT ADVISORS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2004

Series 7

Date: 2/6/2004

Series 6

Date: 11/24/2003

Current Firm

DECISION TREE INVESTMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

DECISION TREE INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors