Takaya Weckle
Investment adviser representative at Clutinger Williams & Verhoye Inc
10 yearsExperience
1 stateRegistered in
CFADesignation
$190.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Clutinger, Williams & Verhoye, IncJul 2026 to now
- UnemployeedJun 2024 to Jul 2026
- Ascent Private Capital of US BankMar 2022 to Jun 2024
- LPL FinancialNov 2019 to Mar 2022
- John Hancock Investment ManagementJun 2016 to Oct 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clutinger Williams & Verhoye Inc
$190.2MAssets managed
113Clients
3Advisers
57 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
- 7201111
- Firm CRD
- 111082