Advisor at Advanced Asset Management Advisors, Inc.
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
Advanced Asset Management Advisors, Inc.
Location
Piqua, OH 45356
Credentials
Series 63
Industry experience
25 years
Tony Wendeln is a financial advisor with Advanced Asset Management Advisors, Inc. and holds a Series 63 designation. He has 25 years of industry experience, including prior roles at H. Beck, Inc. and Murray Wells Wendeln & Robinson CPAs Inc. Outside of advisory work, he is a partner at The Racquet Club. Advanced Asset Management Advisors provides discretionary and non-discretionary investment advisory services to individuals, families, retirement accounts, corporations, retirement plans, other advisors, broker-dealers, and charitable organizations. The firm offers customized portfolios, market-neutral strategies, and manages affiliated registered investment companies while applying modern portfolio management techniques across multiple time horizons.
Based on Advanced Asset Management Advisors, Inc.
Based on Advanced Asset Management Advisors, Inc.
Fixed fees are offered with pro-rated refunds; specific amounts not stated.
2.00% or less annually, negotiable
326 North Wayne St.
Piqua, OH 45356
Ohio
Advanced Asset Management Advisors, Inc.
2017 - Present (9 years)
Accounting Solutions LLC DBA Murray Wells Wendeln Robinson Accou
2017 - Present (9 years)
H. Beck, Inc.
2003 - 2017 (14 years)
Murray Wells Wendeln & Robinson CPAs Inc
1975 - 2017 (42 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Series 63, Series 65
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Wellness Investment Advisers LLC
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Series 63, Series 66
Piqua, OH
FIFTH THIRD SECURITIES, Inc.
Series 66
Sidney, OH
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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