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Viechnicki Wealth Mgmt, LLC CRD 310385
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-13 |
| AZ | RA | APPROVED | 2020-11-23 |
Branch Locations
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Scottsdale | AZ | 05/2012 | 07/2020 |
| Unemployed | Scottsdale | AZ | 07/2020 | 10/2020 |
| Viechnicki Wealth Mgmt, Llc | Scottsdale | AZ | 10/2020 | Present |
1.Dreamstyle Remodeling-N-Scottsdale, AZ-Bathroom Remodels-Sales Representative-05/2020-20-0-Quoting individuals for bathroom remodels.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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