Takaya Weckle

CLUTINGER WILLIAMS & VERHOYE

SAN DIEGO, CA 92120-4761

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CRD#: 7201111

Professional summary

Takaya Weckle is a registered financial advisor currently at CLUTINGER WILLIAMS & VERHOYE INC located in San Diego, California.

Takaya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Takaya has worked at 1 firm and has passed the SIE exam.

At a Glance

Always Fiduciary

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 Takaya Weckle'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

July 6, 2026 - Present

CLUTINGER WILLIAMS & VERHOYE INC

Office #1: 6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761

RIA

CRD#: 111082

SAN DIEGO, CA

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".

CLUTINGER WILLIAMS & VERHOYE INC

CRD#: 111082 / SEC#: 801-5935

RIA

Registered Investment Advisory firm - (9/3/1969 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

California
(7/6/2026)

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

General Industry/Product Exam

SIE

Date: 3/6/2026

Securities Industry Essentials Examination

Current Firm

CLUTINGER WILLIAMS & VERHOYE INC

CRD#: 111082 / SEC#: 801-5935

RIA

Registered Investment Advisory firm - (9/3/1969 Approved)

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Contact information

Main Address

6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761

Mailing Address

Phone number

(619) 326-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B BROCHURE 2025 (9/19/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 163,101,604

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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Takaya Weckle

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Takaya Weckle's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLUTINGER WILLIAMS & VERHOYE INC

Primary Firm SEC Registration

CLUTINGER WILLIAMS & VERHOYE INC

State Registrations and Notice Filings

Exams

SIE

Date: 3/6/2026

Current Firm

CLUTINGER WILLIAMS & VERHOYE INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLUTINGER WILLIAMS & VERHOYE INC

TRUST BUT VERIFY

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