Richard Jerome Wingertsahn
Investment adviser representative at Confluence Financial Partners
10 yearsExperience
1 stateRegistered in
$7.8BFirm 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 assetsFixed 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
10 years in the industry.
- Confluence Financial PartnersJul 2025 to now
- Fifth Third Wealth Advisors LLCJun 2023 to May 2025
- BNY Mellon, N.A.Jul 2018 to Jun 2023
- Panera Bread CoSep 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
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
- 7759802
- Firm CRD
- 311980