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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2023
- Office Locations
- 1
Office Locations
About Weinand Financial, Inc.
Weinand Financial, Inc. is a Lacey, WA-based advisory firm providing comprehensive financial planning for individuals, families, and businesses. Services include retirement and cash-flow planning, pension review, IRA/retirement plan support (401(k)/403(b) design and education), investment planning across mutual funds and individual stocks, and insurance planning. The firm offers an Orion client portal and emphasizes strong cybersecurity for client data.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GEORGE WEINAND
Chief Compliance Officer, President
- CRD
- #2317898
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $603,784,601 | $269,667 |
| Non-Discretionary | $6,595,399 | $942,200 |
| Total | $610,380,000 | $271,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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