Wendy Kretschmer is a registered investment advisor, based in Boca Raton, FL, with 14 years of industry experience.
Location
225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
American Trust Investment Services, INC.Broker
June 2025 - Present · 10 mos
Star Wealth Advisors
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Westpark Capital, INC.Broker
June 2020 - July 2024 · 4 yrs 1 mo
Westpark Capital, INC.Broker
June 2010 - October 2019 · 9 yrs 4 mos
Mony Securities CORP.Broker
September 1998 - January 1999 · 4 mos
State Registrations3 states
CAFLNJ
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.