TrueAdvisor
TrueAdvisor
WK
WK

Wendy Louise Kretschmer

Star Wealth Advisors
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Insurance Planning
Star Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.5M

Location

225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432

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History

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.

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Employment History
Current Registrations
American Trust Investment Services, INC.Broker
June 2025 - Present · 8 mos
Star Wealth Advisors
March 2025 - Present · 11 mos
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 Registrations2 states
CAFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.