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WFG Advisors, LP

WFG Advisors, LP
WFG Advisors, LP is a RIA with $1B in AUM and with 172 advisors nationwide.

Advisors (172)

Name Start Date
John Daniel Kubiak Apr 2010
Leroy Jack Nichols Dec 2003
Stephen Edward Walker Jul 2004
Bruce Douglas Wise Mar 2010
Charles Beaman Jimerson Apr 2003
*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.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

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.


  •   Williams Financial Group, Inc. (75% or more)
  •   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

Name Title Tenure Date
Robert Philip Schlangen Chief Compliance Officer 08/01/2014
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
Thomas David Kowalczyk Senior Vice President 03/01/2014

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Phone Number: 972-661-8700

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees