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Takaya Weckle

Clutinger Williams & Verhoye Inc

San Diego, CA

CRD 7201111

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Employer firm

Clutinger Williams & Verhoye Inc CRD 111082

$163M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Clutinger Williams & Verhoye Inc

6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-06
  • CA RA
    APPROVED
    Since 2026-07-06

Branch Locations

6398 Del Cerro Blvd Ste 3, San Diego, CA 92120-4761 • 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
OrganizationCityStateFromTo
Clutinger, Williams & Verhoye, Inc San Diego CA 07/2026 Present
Unemployeed Oceanside CA 06/2024 07/2026
Ascent Private Capital Of Us Bank San Diego CA 03/2022 06/2024
Lpl Financial San Diego CA 11/2019 03/2022
John Hancock Investment Management Boston MA 06/2016 10/2019
  • 07/2026 → Present
    Clutinger, Williams & Verhoye, Inc
    San Diego, CA
  • 06/2024 → 07/2026
    Unemployeed
    Oceanside, CA
  • 03/2022 → 06/2024
    Ascent Private Capital Of Us Bank
    San Diego, CA
  • 11/2019 → 03/2022
    Lpl Financial
    San Diego, CA
  • 06/2016 → 10/2019
    John Hancock Investment Management
    Boston, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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