Joan Clare Wenglikowski
Corporate Officer/Principal presso Wacker Wealth Partners LLC
Provenienza dei contatti di primo grado di Joan Clare Wenglikowski
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Wacker Wealth Partners LLC
 Wacker Wealth Partners LLC Investment ManagersFinance Wacker Wealth Partners LLC (WWP) is a SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. In 2024, the firm was acquired by EP Wealth Advisors LLC, ultimately owned by EPWA Holding Co. LLC. The firm was founded by Bob Wacker in 1987 as R.E. Wacker Associates, Inc. WWP provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and affiliated funds.
5
| Subsidiary | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joan Clare Wenglikowski tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Arizona State University | College/University | Undergraduate Degree | |
| National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
| Stanford University | College/University | Undergraduate Degree | |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
Axia Advisors
 Axia Advisors Investment Banks/BrokersFinance Axia Advisors provides services elating to mergers and acquisitions, capital raising, and strategic/capital markets issues for both private and public companies. The company is headquartered in Burlington, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lockheed Martin Canada, Inc.
 Lockheed Martin Canada, Inc. Aerospace & DefenseElectronic Technology Lockheed Martin Canada, Inc. designs, develops, manufactures, and integrates advanced technology products and services. It offers systems integration, software development, and large-scale program management services and develops electronic warfare, high frequency sonar, and information systems. The company is headquartered in Ottawa, Canada. | Aerospace & Defense | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 9 |
| Canada | 3 |
| Mauritius (isola) | 2 |
Settori
| Finance | 5 |
| Consumer Services | 4 |
| Electronic Technology | 4 |
Posizioni
| Corporate Officer/Principal | 9 |
| Undergraduate Degree | 5 |
| Investment Committee Member | 3 |
| Chief Executive Officer | 2 |
| Portfolio Manager-Equities | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Patrick Colm O'Hara | 5 |
| Ryan Nicholas Caldwell | 4 |
| Bob Wacker | 3 |
| Matt Wilson | 3 |
| Alex Pock | 3 |
- Borsa valori
- Insiders
- Joan Clare Wenglikowski
- Connessioni Società
