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Wesling Financial Planning Services
WESLING FINANCIAL PLANNING SERVICES CORP. is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $60 million in...
Overview
WESLING FINANCIAL PLANNING SERVICES CORP. is a state-registered investment adviser in ALEXANDRIA, VA. The firm manages approximately $60 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1996
Location
Region
North America
Country
US
City
Alexandria
Corporate office
Bridgeton, MO, United States
Principals
Edward G. Wesling
President and Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Wesling Financial Planning Services?
Edward G. Wesling is the President and Chief Compliance Officer, as reflected in the firm's state registration. He presides over financial planning and portfolio management decisions for client accounts. The firm has a flat structure, without separate CIO or investment committee designations disclosed in public filings.
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