JW
Joseph A. Wuenschell
WUENSCHELL FINANCIAL SERVICES LLC
SEVEN FIELDS, PA
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CRD#: 5637193
JW
Professional summary
Joseph Alan Wuenschell, CFP® is a registered financial advisor currently at WUENSCHELL FINANCIAL SERVICES LLC located in Seven Fields, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Joseph has worked at 2 firms .
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.
Owner of Joseph A Wuenschell CPA Employee of Automated Health Systems Owner of Pretzel Bakery Joseph Alan Wuenschell is an accountant. From time to time, he will offer clients advice or products from this activity. Wuenschell Financial Services LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Wuenschell Financial Services LLC in their capacity as an accountant. Location of the business: 2200 Garden Drive Seven Fields PA 16046. Start date with business: 1994-06-01. Hours per month devoted to business during trading hours: 64. Hours per month devoted to business outside trading hours: 106. Percentage of total yearly compensation expected to be derived from the business: 20; Joseph Wuenschell is a managing member and manager for Philly Pretzel Factory of Cranberry. Location of the business: Route 228 Cranberry Twp PA 16066. Start date with business: 2018-07-01. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 15. Percentage of total yearly compensation expected to be derived from the business: 5. Joseph Wuenschell is a managing member and landlord for Wuenschell Properties. Location of the business: 2200 Garden Drive Seven Fields PA 16046. Start date with business: 2018-01-01. Hours per month devoted to business during trading hours: 2. Hours per month devoted to business outside trading hours: 10. Percentage of total yearly compensation expected to be derived from the business: 2. Joseph Wuenschell is a capture manager and procurement services for Automated Health Systems. Location of the business: 9370 McKnight Road Pittsburgh PA 15237. Start date with business: 1994-06-01. Hours per month devoted to business during trading hours: 100. Hours per month devoted to business outside trading hours: 60. Percentage of total yearly compensation expected to be derived from the business: 70;
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Alan Wuenschell'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®
Experience
Current
July 17, 2023 - Present
WUENSCHELL FINANCIAL SERVICES LLC
RIA
CRD#: 327097
SEVEN FIELDS, PA
Past
May 1, 2009 - December 31, 2022
S & W ADVISORS, LLC
RIA
CRD#: 148266
CRANBERRY TWP, PA
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
Pennsylvania(7/17/2023)
Exams
Current Firm
WF
WUENSCHELL FINANCIAL SERVICES LLC
WUENSCHELL FINANCIAL SERVICES LLC
CRD#: 327097 / SEC#:
Pennsylvania
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Contact information
Main Address
Seven Fields, PA
Mailing Address
P.o. Box 1820, Cranberry Township, PA 16066
Phone number
(412) 841-2481
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 5,416,369 |
Red Flags
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