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Vorpahl Wing Advisors, Inc.

Updated today

Client AUM

$124,400,000

Clients

557

Advisors

5

across 2 offices

About

Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations and similar organizations, offering portfolios composed of equities, ETFs, mutual funds, bonds and certificates of deposit. The firm typically establishes accounts pursuant to a Client Investment Policy Statement and generally requires a $50,000 minimum to open an account.

The firm employs a fundamental, value‑oriented research process—screening for metrics such as low price‑to‑earnings, strong balance sheets and high returns on equity—and tailors allocations to client objectives and risk tolerance. Strategies include growth and conservative fixed‑income allocations, with a noted "Patriot Portfolio" that focuses on companies with military contracts or defense‑supplier exposure.

Vorpahl Wing maintains broker‑dealer and insurance affiliations that are atypical for similarly sized advisers: it operates as an insurance agency, has a registered representative relationship through Selkirk Investments, and effects transactions through clearing firms. The firm has disclosed FINRA enforcement matters—including an Admission, Waiver and Consent concerning supervisory and net capital/records deficiencies that resulted in monetary sanctions and remedial measures—and also reports serving less common client types such as banks, insurance companies, municipal entities and sovereign entities.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Fixed

Between $500 and $3,000 annually for operational services only, negotiated and pro-rated for partial year.

Percentage

$0 - $250,000: 2.0% annually (0.500% quarterly) $250,001 - $1,000,000: 1.5% annually (0.375% quarterly) $1,000,001+: 1.00% annually (0.25% quarterly)

Other

Account minimum: $50,000

Main office

See office

421 W. Riverside, Suite 1020

Spokane WA 99201

Advisors at this office

4

Most active in

Idaho · Washington

Also doing business as

Vorpahl Wing Advisors, Inc. · Vorpahl Wing Securities · Vorpahl Wing Securities Inc. · Vorpahl Wing Securities, Inc. · Vorpahl Wing Wealth Advisors · Vorpahl Wing Wealth Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colin B

Series 63, Series 65

Spokane, WA

Vorpahl Wing Advisors, Inc.

Colin Brooks is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Robert W. Baird & Co. from 2015 to 2019 before joining Vorpahl Wing Securities in 2019. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations, offering portfolios that include equities, ETFs, bonds, mutual funds, and certificates of deposit. The firm uses a fundamental, value-oriented research process and manages accounts on a discretionary basis with daily and periodic reviews.

Active portfolio management
user avatar

Tim V

Series 63, Series 65, Series 66

Nordman, ID

Vorpahl Wing Advisors, Inc.

Tim Vorpahl is a financial advisor with 40 years of industry experience. He is affiliated with Vorpahl Wing Advisors, Inc. and holds Series 63, 65, and 66 licenses. His prior work includes 14 years with VORPAHL WING SECURITIES Inc. and two years with Selkirk Investments. Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research process and offers tailored portfolios with strategies including growth and conservative fixed-income allocations.

Active portfolio management
user avatar

Payton V

Series 65

Spokane, WA

Vorpahl Wing Advisors, Inc.

Payton Vorpahl is a financial advisor at Vorpahl Wing Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, Payton held various roles including positions at Millies, Coeur d'Alene Resort, and Northern Arizona University. Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research process and offers tailored portfolios including growth and conservative fixed-income allocations, with specialized strategies such as the "Patriot Portfolio" focusing on defense-related companies.

Active portfolio management
user avatar

Ronald B

Series 63, Series 65

Spokane, WA

Vorpahl Wing Advisors, Inc.

Ronald Benzel is an advisor at Vorpahl Wing Advisors, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Robert Baird & Co., McAdams Wright Ragen, Inc., and Partners Capital Management, Inc. Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm uses a fundamental, value-oriented research process to tailor portfolios according to client objectives and risk tolerance.

Active portfolio management
user avatar

Christine C

Series 66

Spokane, WA

Vorpahl Wing Advisors, Inc.

Christine Corkrum is a financial advisor at Vorpahl Wing Securities, Inc. with three years of industry experience. She holds a Series 66 designation and is based in Spokane, WA. Outside of her advisory role, she is part owner of a rental property in Spokane, which she maintains personally. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research approach and offers portfolios ranging from growth and conservative-growth allocations to fixed-income strategies and a defense-industry focused “Patriot Portfolio.”

Active portfolio management
View complete list of advisors at this firm
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