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Wealth Advisors Group CRD 122050
$1.34B regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12726 Coldwater Road, Fort Wayne, IN 46845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Wayne | IN | 07/2014 | 08/2017 |
| Wealth Advisors Group | Fort Wayne | IN | 08/2014 | Present |
1. WEALTH ADVISORS GROUP - OWNER/FINANCIAL ADVISOR. FINANCIAL PLANNING/INVESTMENTS. 40+HRS A WEEK. 12726 COLDWATER RD FORT WAYNE, IN 46845 2. ASH BROKERAGE - NON-VARIABLE INSURANCE. 5% OF TIME. FINANCIAL PLANNING RELATED. 888 S HARRISON ST #900 FORT WAYNE, IN 46802 3. C.A. SLYBY LLC - FINANCIAL PLANNING RELATED. TAX/RECONCILLIATION PURPOSES. 12726 COLDWATER RD. FORT WAYNE, IN 46845
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-06 |
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