Inactive

Joan Clare Wenglikowski

Ep Wealth Advisors

San Luis Obispo, CA

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Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-23

CA RA
APPROVED

Since 2025-01-23

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

892 Aerovista Pl Suite 220, San Luis Obispo, CA 93401 • 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
Ep Wealth Advisors, Llc	San Luis Obispo	CA	03/2024	Present
Wacker Wealth Partners	San Luis Obispo	CA	05/2010	03/2024

03/2024 → Present

Ep Wealth Advisors, Llc

San Luis Obispo, CA
05/2010 → 03/2024

Wacker Wealth Partners

San Luis Obispo, CA

Previous Registrations

2008-11-10 → 2024-04-30

Wacker Wealth Partners, Llc

San Luis Obispo, CA

Designations

Other Names

Joan Cagle

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA

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