Joan Clare Wenglikowski

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• Certified Financial Planner

Other Names

• Joan Cagle