A complete list of active advisors currently associated with Wealthtrak Advisors

Warmer can help you find a great advisor at Wealthtrak Advisors or one who fits your needs even better.

WealthTrak Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing $214,279,037 in discretionary client assets for about 267 clients with a five-advisor team. The firm offers discretionary portfolio management (including a Managed Portfolio Program and a Managed Variable Insurance Program), financial planning, advisory consulting, selection of third‑party money managers, and sub‑advisory/model portfolio services. The firm typically operates under discretionary authority, developing tailored portfolios or using firm model portfolios and conducting ongoing monitoring and rebalancing; its stated methods include fundamental and technical analysis, charting, and both short‑ and long‑term trading approaches. For retirement plan and participant accounts WealthTrak frequently leverages third‑party solutions—Howard Capital Management’s participant tools (including 401(k) Optimizer, TSP Navigator and the HCM BuyLine) and Absolute Capital’s WIN platform—to provide automated allocation and held‑away plan management. Noteworthy distinctions include disclosed referral and compensation arrangements tied to retirement platforms: WealthTrak receives referral compensation from HCM and from Absolute Capital for WIN clients (the brochure discloses referral fees to WealthTrak of 0.40% to 1.60% for certain asset‑based advisory accounts), and certain firm personnel are registered representatives and licensed insurance agents who may earn transaction‑based or insurance commissions outside advisory fees; the firm discloses policies to mitigate related conflicts (for example, excluding commissionable PKS transactions from the advisory platform). The brochure also states the firm recommends and effectively requires Charles Schwab as custodian/broker for accounts it manages, noting it will not manage accounts if clients decline to place assets with Schwab.

To learn more about the advisors currently working at Wealthtrak Advisors, 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.