Best Investors
Account
Sign in
Best Investors
Account
Sign in
Weikart Advisory Services LLC CRD 152279
$3.86M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Camas, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-24 |
| WA | RA | APPROVED | 2010-01-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weikart Advisory Services Llc | Camas | WA | 12/2009 | Present |
1)WEIKART ADVISORY SERVICES LLC,YES,1312 EAST 1ST AVE. CAMAS, WA 98607, REGISTERED INVESTMENT ADVISOR, FOUNDER & OWNER. 2)INDEPENDENT INSURANCE AGENT,NO,703 BROADWAY STE 640;VANCOUVER, WA 98660-3308,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,01/18/2006,2,2,SALES OF FIXED INSURANCE PRODUCTS 3)WILLIAMWEIKART.COM,NO,1312 EAST 1ST AVENUE CAMAS, WA 98607,MOTIVATIONAL SPEAKER FOR SEMINARS AND EVENTS,OWNER,01/01/1994,40,40,HOST AND CREATE A MARKET PLAN FOR EVENTS. ACT AS LIAISON BETWEEN DONORS AND NOT FOR PROFIT ORGANIZATION. 4)WEIKARTFINANCIAL.COM,NO,1312 EAST 1ST AVENUE CAMAS, WA 98607, WEBSITE & EMAIL USE ONLY FOR WEIKART ADVISORY SERVICES LLC. 5)PSYCHECLECTIC RECORDS & OBSCURED BY CLOUDS ,NO,1312 EAST 1ST AVE. CAMAS, WA 98607, MUSIC, RECORD LABEL,OWNER,02/01/2006,40,40,MUSIC CD SALES, MERCHANDISE SALES, PUBLISHING AND VENUE PERFORMANCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
Reach out to this advisor