Advisor at Tannhauser Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tannhauser Financial LLC
Location
North Wales, PA 19454
Credentials
Series 63, Series 65
Industry experience
12 years
Sean Wieland is a financial advisor with Tannhauser Financial LLC, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Prudential Financial Planning Services and PRUCO Securities, LLC, and has been an independent insurance agent since 2017. Wieland is also a licensed insurance agent. Tannhauser Financial provides portfolio management and financial planning services for individuals, including high-net-worth clients. The firm uses a range of analytical methods and offers investment strategies documented in Investment Policy Statements, covering a broad investable universe that includes mutual funds, equities, fixed income, commodities, and private placements.
Financial planning fixed fees negotiated between $1,000 and $20,000
$0 - $249,999: 1.75% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
223 S. 2nd Street
North Wales, PA 19454
Pennsylvania
Tannhauser Financial LLC
2019 - Present (7 years)
Independent Insurance Agent
2017 - Present (9 years)
The Leaders Group, Inc.
2017 - 2017 (1 year)
TLG Advisors, Inc.
2017 - 2017 (1 year)
PRUCO Securities, LLC
2011 - 2017 (6 years)
Prudential Financial Planning Services
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Malvern, PA
Plumtree Financial Planning
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
Series 65
Wayne, PA
Acadia Investment Advisors LLC
CFP®, Series 63, Series 65
Malvern, PA
Copper Beech Advisors, LLC
Series 66
Collegeville, PA
New Wave Financial LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
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