A complete list of active advisors currently associated with Ferris Wheel Finance, Inc.

Warmer can help you find a great advisor at Ferris Wheel Finance, Inc. or one who fits your needs even better.

Ferris Wheel Finance serves individual and high-net-worth clients as well as business entities, providing discretionary asset management alongside comprehensive and ad hoc financial planning. The firm also conducts public seminars and workshops intended to educate attendees about investments and the services it offers. The firm typically manages accounts under discretionary authority and tailors portfolios to documented client goals and risk tolerances, using methods that include fundamental, technical, charting and cyclical analysis. It may engage third‑party sub‑advisors to manage all or portions of client assets, conducts periodic account reviews (quarterly and as market conditions warrant), and uses an institutional custodian and platform for trade execution and reporting. Distinctive features disclosed in the brochure include the firm’s use of educational seminars/workshops as an outreach and service element and the prominence of third‑party credentials in its materials (including a Certified Kingdom Advisor designation). The firm operates with a small advisory team managing roughly $41 million in client assets and discloses a marginal outside insurance practice by its principal, noting that insurance recommendations could involve typical commission compensation and are subject to the firm’s conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Ferris Wheel Finance, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.