Overview

Brief Bio:

Background and experience
Claudia Wert joined Wert Investment Consulting Group of Wells Fargo Advisors in 2013.

Wert Investment Consulting Group of Wells Fargo Advisors was founded by Bob Wert in 1985. For over thirty years the group has worked with families, companies and not-for-profit organizations to articulate goals and implement custom-designed financial action plans.

Focus
Ms. Wert is happy to assist with employer sponsored retirement vehicles including traditional 401(k), safe harbor, 403(b), SIMPLE, SEP, and Single K plans.

In the modern regulatory environment, understanding your fiduciary obligation can be a complex task. Wert Investments has the tools and resources to assist in this ongoing process by:

• Selecting appropriate plan providers.
• Reviewing plan features, services, and costs.
• Crafting strategies for increasing plan participation.

Hope to Accomplish:

As I recently graduated from college last year, and was hired by my father's practice, I hope to expand my AUM.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...