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Souderton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Marion | IA | 11/2008 | 02/2021 |
| Bfc Planning, Inc. | Souderton | PA | 06/2016 | 02/2021 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 02/2021 | 09/2023 |
| Guenter Wesch, Sole Proprietor | Souderton | PA | 10/2008 | 09/2023 |
| Wesch Financial Llc | Souderton | PA | 01/2014 | 02/2021 |
| Rck Wealth Management Llc | Souderton | PA | 02/2021 | Present |
| Rck Wealth Management Pllc | Hatfield | PA | 09/2023 | Present |
| Rck Wealth Advisory Llc | Hatfield | PA | 09/2023 | Present |
1.) RCK WEALTH MANAGEMENT LLC - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SOUDERTON, PA - SINCE 02/2021 - NOT INVESTMENT RELATED 2.) RCK WEALTH MANAGEMENT LLC - OWNER - INSURANCE AGENT - NON-VARIABLE INSURANCE - SOUDERTON, PA - SINCE 09/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
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