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Joseph Alan Wuenschell

Wuenschell Financial Services LLC

Seven Fields, PA

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Current Employers
Wuenschell Financial Services Llc

Seven Fields, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-17
  • PA RA
    APPROVED
    Since 2023-07-17

Branch Locations

Seven Fields, PA • 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
S&W Advisors Llc Cranberry Twp PA 05/2009 12/2022
Joseph A Wuenschell Cpa Cranberry Twp PA 06/1994 Present
Automated Health Sytems Pittsburgh PA 06/1994 Present
Wuenschell Financial Services Llc Seven Fields PA 05/2023 Present
Wuenschell Pretzel Company Llc Seven Fields PA 07/2008 Present
Wuenschell Properties Llc Seven Fields PA 01/2018 Present
  • 05/2009 → 12/2022
    S&W Advisors Llc
    Cranberry Twp, PA
  • 06/1994 → Present
    Joseph A Wuenschell Cpa
    Cranberry Twp, PA
  • 06/1994 → Present
    Automated Health Sytems
    Pittsburgh, PA
  • 05/2023 → Present
    Seven Fields, PA
  • 07/2008 → Present
    Wuenschell Pretzel Company Llc
    Seven Fields, PA
  • 01/2018 → Present
    Wuenschell Properties Llc
    Seven Fields, PA
Previous Registrations
  • 2009-05-01 → 2022-12-31
    S & W Advisors, Llc
    Cranberry Twp, PA
Other Businesses

Owner of Joseph A Wuenschell CPA Employee of Automated Health Systems Owner of Pretzel Bakery Joseph Alan Wuenschell is an accountant. From time to time, he will offer clients advice or products from this activity. Wuenschell Financial Services LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Wuenschell Financial Services LLC in their capacity as an accountant. Location of the business: 2200 Garden Drive Seven Fields PA 16046. Start date with business: 1994-06-01. Hours per month devoted to business during trading hours: 64. Hours per month devoted to business outside trading hours: 106. Percentage of total yearly compensation expected to be derived from the business: 20; Joseph Wuenschell is a managing member and manager for Philly Pretzel Factory of Cranberry. Location of the business: Route 228 Cranberry Twp PA 16066. Start date with business: 2018-07-01. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 15. Percentage of total yearly compensation expected to be derived from the business: 5. Joseph Wuenschell is a managing member and landlord for Wuenschell Properties. Location of the business: 2200 Garden Drive Seven Fields PA 16046. Start date with business: 2018-01-01. Hours per month devoted to business during trading hours: 2. Hours per month devoted to business outside trading hours: 10. Percentage of total yearly compensation expected to be derived from the business: 2. Joseph Wuenschell is a capture manager and procurement services for Automated Health Systems. Location of the business: 9370 McKnight Road Pittsburgh PA 15237. Start date with business: 1994-06-01. Hours per month devoted to business during trading hours: 100. Hours per month devoted to business outside trading hours: 60. Percentage of total yearly compensation expected to be derived from the business: 70;

Designations

View on SEC IAPD

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