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• We are Different
• Financial Planning
• Portfolio Management
• Trust Management
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Ethical Considerations

• The Fee-Only Concept
• A Matter of Duty
• Is Your Advisor on Your Side?
• Impressive Credentials?
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• How to Select an Advisor
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• You Have a Choice
• Frequently Asked Questions

About Glenn Wessel

• Education & Experience
• CFA Charter
• CPA License
• CFP Certification

Disclosures

• FORM ADV
• Privacy Policy
• Website Disclosure

Education

• Certified Public Accountant – Licensed in North Carolina
• Chartered Financial Analyst®
• Certified Financial Planner™ practitioner
• B.S. Economics– Northern Illinois University
  

Experience

• Principal – Wessel Investment Counsel, LLC
• Portfolio Manager/Advisor – Parsec Financial Management
• Vice-President of Finance– BankUnited Financial Corporation
• Adjunct Professor - Finance - Florida Atlantic University
• Senior Financial Analyst – National Auto Finance Company
• Senior Credit Analyst – Pointe Financial Corporation
• Financial Analyst – Barnett Banks
• Financial Analyst and Funds Management Accountant – Hollywood Federal Savings Bank
• Branch Manager – Coral Gables Federal Savings & Loan Association
• Stockbroker – Stuart James Investment Bankers

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