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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Publication of Periodicals or Newsletters
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Stream Energy 5 months, 3 weeks Feb 2016 - Present
Geisinger Health Plan 5 months Oct 2015 - Mar 2016
Web.Com 2 years Sep 2013 - Sep 2015
Investment Advisor 6 years, 9 months Oct 2009 - Present
The Investment Advisor LLC 6 years, 9 months Oct 2009 - Present
Web.Com 6 years, 1 month Aug 2009 - Sep 2015
Network Solutions 8 months Dec 2008 - Aug 2009
Morgan Stanley & Co., Incorporated 11 months Apr 2007 - Mar 2008
Bank of America 2 years, 7 months Sep 2004 - Apr 2007
Are You
Louis B Wolkenstein?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Louis Wolkenstein

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Apr 2, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Apr 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Investment Advisor LLC

Last updated on April 1, 2016
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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