William James Weglein
Investment adviser representative at Alere Planning LLC
14 yearsExperience
3 statesRegistered in
$208MFirm assets
5 yearsFirm in business
Are you William James Weglein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Alere Planning LLCFeb 2017 to now
- Purshe Kaplan Sterling InvestmentsFeb 2017 to now
- Securities America Advisors, Inc.Aug 2012 to Feb 2017
- Securities America, IncAug 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, SC).
Alere Planning LLC
$208MAssets managed
201Clients
2Advisers
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
- 4675284
- Firm CRD
- 286121