Allen Bennett Wessel

New Holland, PA

CRD 3260496

Claim This Profile

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-10-16
TX	RA	APPROVED_RES	2019-03-07

PA RA
APPROVED

Since 2023-10-16
TX RA
APPROVED_RES

Since 2019-03-07

Branch Locations

201 East Main St, New Holland, PA 17557 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	St. Louis	MO	07/1999	Present

07/1999 → Present

Edward D. Jones & Co., L.P.

St. Louis, MO

Other Businesses

Rental Property Type of business: real estate New Holland, PA Start date: 11/1/2008 owner Hours per week: 0 Hours during trading: 0 Maintain Property

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-09-10

S63 Uniform Securities Agent State Law Examination

1999-09-10

Designations

Certified Financial Planner

Other Names

Allen Wessel

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC

G&H INVESTMENTS

AMERITAS ADVISORY SERVICES, LLC

Nearby Investors

MICHAEL SCOTT MALCOLM

JOSEPH BRADLEY SHOLLEY

MICHAEL D SMOKER

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · NEW HOLLAND, PA

CETERA INVESTMENT ADVISERS LLC · LEOLA, PA

EDWARD JONES · EPHRATA, PA

More in New Holland, PA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor