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Ronald Gene Benzel

Vorpahl Wing Advisors, Inc.

Spokane, WA

CRD 817768

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Employer firm

Vorpahl Wing Advisors, Inc. CRD 47548

$124M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Vorpahl Wing Advisors, Inc.

421 W. Riverside Suite 1020, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2017-10-19
WA RA APPROVED 2017-10-19
  • ID RA
    APPROVED
    Since 2017-10-19
  • WA RA
    APPROVED
    Since 2017-10-19

Branch Locations

421 W. Riverside Suite 1020, Spokane, WA 99201 • 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
Robert W. Baird & Co. Incorporated Spokane WA 11/2014 Present
Previous Registrations
  • 2014-11-07 → 2017-10-31
    Robert W. Baird & Co. Incorporated
    Spokane, WA
  • 2013-05-06 → 2014-11-07
    Mcadams Wright Ragen, Inc.
    Spokane, WA
    Spokane, WA
  • 2000-06-29 → 2013-06-04
    Partners Capital Management, Inc.
    Spokane, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-12
S63 Uniform Securities Agent State Law Examination 1989-09-09
  • S65 Uniform Investment Adviser Law Examination
    1998-02-12
  • S63 Uniform Securities Agent State Law Examination
    1989-09-09

View on SEC IAPD

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