Company Information

Get to know Weikart Advisory Services LLC

Weikart Advisory Services LLC is a fee-only financial planning and investment management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. They provide personalized financial planning, investment management, and retirement plan consulting services to individuals, families, and small businesses. Their mission is to offer objective and comprehensive financial guidance to help clients navigate financial complexities and achieve their long-term goals without the conflicts of interest associated with commission-based products.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Weikart Advisory Services LLC

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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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.