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Vorpahl Wing Securities, Inc.

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Client assets under management

$124,400,000

Clients

557

0% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

139

Very High

Average account size

$223,339

About

Vorpahl Wing Securities provides discretionary investment supervisory services to individuals, trusts, estates, corporations and similar organizations, managing portfolios that may include equities, ETFs, bonds, mutual funds and certificates of deposit. The firm generally requires $50,000 to open an account and states that all accounts are managed on a discretionary basis under an Asset Management Agreement.

The firm uses a fundamental, value‑oriented investment process that screens for metrics such as low price‑to‑earnings and strong balance sheets, then researches companies and industries for suitability against client objectives and a Client Investment Policy Statement. Strategies range from growth and conservative income allocations to a thematic "Patriot Portfolio" focused on companies with military contracts, and the firm may use individual bonds for larger fixed‑income allocations or bond funds when allocations are smaller.

Vorpahl Wing maintains affiliations across brokerage and insurance channels: it effects transactions through Charles Schwab, operates as an insurance agency, and its president is registered with a broker‑dealer, with non‑advisory insurance products serviced through a third‑party broker‑dealer and cleared through Hilltop Securities. The firm’s Form ADV discloses FINRA acceptance, waivers and consents resolving supervisory and net‑capital/books‑and‑records deficiencies, which resulted in monetary penalties, client restitution and a temporary suspension for a principal.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Fixed

For non-discretionary accounts, annual flat fee negotiated between $500 and $3,000.

Percentage

$0 - $250,000: 2.0% annually (0.500% quarterly) $250,001 - $1,000,000: 1.5% annually (0.375% quarterly) $1,000,001+: 1.00% annually (0.25% quarterly)

Commissions

Negotiated commission rates listed in a separate document; fees paid separately from advisory fees.

Other

Account minimum: $50,000

Main office location

Vorpahl Wing Securities, Inc.

421 W. Riverside, Suite 1020

Spokane WA 99201, United States

Number of offices

1

Most active in

Idaho · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colin B

Series 63, Series 65

Spokane, WA

Vorpahl Wing Securities, Inc.

Colin Brooks is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Robert W. Baird & Co. from 2015 to 2019 before joining Vorpahl Wing Securities in 2019. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations, offering portfolios that include equities, ETFs, bonds, mutual funds, and certificates of deposit. The firm uses a fundamental, value-oriented research process and manages accounts on a discretionary basis with daily and periodic reviews.

Active portfolio management
user avatar

Tim V

Series 63, Series 65, Series 66

Spokane, WA

Vorpahl Wing Securities, Inc.

Tim Vorpahl is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He has been with Vorpahl Wing Securities since 1999 and also serves as a registered representative at Selkirk Investments. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research process to manage portfolios ranging from growth to fixed-income strategies, including a defense-industry focused "Patriot Portfolio."

Active portfolio management
user avatar

Ronald B

Series 63, Series 65

Spokane, WA

Vorpahl Wing Securities, Inc.

Ronald Benzel is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. Incorporated since 2014. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations, offering portfolios that include equities, ETFs, bonds, mutual funds, and certificates of deposit. The firm uses a fundamental, value-oriented research process and manages accounts on a discretionary basis with continuous investment advice.

Active portfolio management
user avatar

Christine C

Series 66

Spokane, WA

Vorpahl Wing Securities, Inc.

Christine Corkrum is a financial advisor at Vorpahl Wing Securities, Inc. with three years of industry experience. She holds a Series 66 designation and is based in Spokane, WA. Outside of her advisory role, she is part owner of a rental property in Spokane, which she maintains personally. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research approach and offers portfolios ranging from growth and conservative-growth allocations to fixed-income strategies and a defense-industry focused “Patriot Portfolio.”

Active portfolio management
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