Wendell Anthony Rounds
Investment adviser representative at Wesbanco Securities, Inc.
12 yearsExperience
3 statesRegistered in
$285.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wesbanco Securities, Inc.Jul 2026 to now
- Ameriprise Financial Services, LLCJun 2026 to Jul 2026
- The Huntington Investment CompanyJul 2023 to Jul 2026
- PNC BankAug 2022 to Jun 2023
- The Huntington Investment CompanyJun 2021 to Jul 2022
- Huntington Investment CompanyMar 2015 to Jun 2021
- Huntington National BankFeb 2015 to Jul 2022
- Herbal LifeMay 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, OH).
Wesbanco Securities, Inc.
$285.9MAssets managed
1,627Clients
51Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4331065
- Firm CRD
- 43276