Edward Thomas Wuenschell

Employer firm

World Capital Advisors, LLC CRD 135941

$72.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  World Capital Advisors, Llc
  Glen Allen, VA
• 04/2004 → Present
  Fw Benefit Professionals, Llc
  Pittsburgh, PA

Previous Registrations

• 2003-07-11 → 2004-04-19
  Apb Financial Group Ltd
  Wexford, PA

Other Businesses

APPOINTED WITH THE FOLLOWING FINANCIAL FIRMS AND INSURANCE COMPANIES:ING FINANCIAL,AMERICAN FUNDS,PRINCIPAL FINANCIAL, STANDARD,GUARDIAN, MET, AETNA, HEALTH AMERICA/HEALTH ASSURANCE, CAREFIRST, UNITED CONCORDIA,UNITED HEALTHCARE, CIGNA, HIGHMARK, UNUM, ASSURANT,ANTHEM FW BENEFIT PROFEWSSIONALS, LLC: OWNER. THE BUSINESS IS AN INVESTMENT-RELATED EMPLOYEE BENEFITS ADVISOR, WORKING WITH EMPLOYER INSURANCE PLANS, RETIREMENT PLANS- 401(K) ADMINISTRATION INCLUDING REGISTERED INVESTMENT ADVISORY SERVICES AND OTHER BENEFITS PLANNING. THIS IS MY PRIMARY BUSINESS AND TAKES UP ALL SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-04
• S63 Uniform Securities Agent State Law Examination
  1999-06-07