Kenneth W. Weik

WEIK CAPITAL MANAGEMENT

Wyomissing, PA 19610-1068

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CRD#: 6861900

Professional summary

Kenneth Wesley Weik is a registered financial advisor currently at WEIK CAPITAL MANAGEMENT located in Wyomissing, Pennsylvania.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kenneth has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Wesley Weik's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 16, 2018 - Present

WEIK CAPITAL MANAGEMENT

Office #1: 18 Commerce Drive, Wyomissing, PA 19610-1068

RIA

CRD#: 107068

Wyomissing, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEIK CAPITAL MANAGEMENT

WEIK CAPITAL MANAGEMENT | WEIK INVESTMENT SERVICES, INC. | WEIK INVESTMENT SERVICES, INC | WEIK CAPITAL MANAGEMENT, INC

CRD#: 107068 / SEC#: 801-30452

RIA

Registered Investment Advisory firm - (9/17/1987 Approved)

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
(10/16/2018)

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 65

Date: 10/16/2018

Uniform Investment Adviser Law Examination

Current Firm

WEIK CAPITAL MANAGEMENT

WEIK CAPITAL MANAGEMENT | WEIK INVESTMENT SERVICES, INC. | WEIK INVESTMENT SERVICES, INC | WEIK CAPITAL MANAGEMENT, INC

CRD#: 107068 / SEC#: 801-30452

RIA

Registered Investment Advisory firm - (9/17/1987 Approved)

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Contact information

Main Address

18 Commerce Drive, Wyomissing, PA 19610-1068

Mailing Address

Phone number

(610) 376-2240

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A 03-28-2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 305,219,170

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.

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Kenneth W. Weik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Wesley Weik's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEIK CAPITAL MANAGEMENT

Primary Firm SEC Registration

WEIK CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2018

Current Firm

WEIK CAPITAL MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEIK CAPITAL MANAGEMENT

TRUST BUT VERIFY

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