Company Information

Get to know hewins financial | wipfli hewins

Originally founded as Hewins Financial Advisors, the firm was acquired by Wipfli LLP, a top 20 accounting and business consulting firm, in 2018 and was subsequently rebranded to Wipfli Financial Advisors. The firm operates as a fiduciary, offering integrated financial planning and investment management services to individuals, families, and organizations. Their mission is to provide clients with clarity and confidence in their financial lives by leveraging a collaborative, evidence-based approach to wealth management.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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hewins financial | wipfli hewins

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.