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WFG Advisors, LP

WFG Advisors, LP
WFG Advisors, LP is a RIA based in Old East Dallas, TX with $2B in AUM and with 192 advisors nationwide.

Advisors (192)

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Name Start Date
Vatsal Assar Jan 2012
Mark Lee Baggerly Jan 2012
Robert Henry Kristek Feb 2013
Jon Michael Fletcher Aug 2013
Thomas David Kowalczyk Mar 2014
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


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  •   Unknown
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
David Wilson Williams President 09/01/2007
Claude Rufus Connelly Chief Operating Officer 12/01/2012
Edward Richard Kern Chief Financial Officer 02/01/2014
Robert Philip Schlangen Chief Compliance Officer 08/01/2014
Thomas David Kowalczyk Senior Vice President 03/01/2014

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

2711 N Haskell Ave
Dallas , TX 75204
Phone Number: 972-661-8700
Other Offices Address City State Zip
2711 N Haskell Ave Dallas TX 75204
2711 N Haskell Avesuite 2900 Dallas TX 75204

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees