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105 South Mathews
P.O. Box 26
Bellville, TX 77418

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Wehring Wealth Management

(979) 865-5959

 

In The News

Advisor Charlene Wehring to serve on Advisor Council

 Charlene Wehring CHOSEN TO SERVE ON THE HD VEST ADVISOR COUNCIL

 

Bellville, Texas Local Tapped to Provide Strategic Counsel to Tax-Focused Independent Broker-Dealer

 Bellville, TX – April 30, 2019 – Charlene Wehring, based in Bellville, TX, was chosen by HD Vest, a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR), to be a member of the 2019 HD Vest Advisor Council.

Headquartered in the Greater Dallas, Texas area, HD Vest is a leading independent broker-dealer focused on empowering advisors to deliver holistic financial advice that encompasses wealth management solutions.

The Advisor Council was formed to obtain strategic feedback from key advisors to improve the HD Vest client and advisor experience while helping to shape the future strategy of the firm. The council is composed of a select group of twelve HD Vest-affiliated advisors from across the country, who will serve three-year terms. Each council member will participate in bi-annual meetings, with the next meeting taking place in May 2019.

Wehring joins the eleven other council members to engage in discussions about industry trends and provide guidance to the HD Vest executive leaders.

“It’s an honor to be chosen for the HD Vest Advisor Council,” said Wehring. “I look forward to collaborating with my fellow advisors from all around the country, and sharing thoughts and ideas with HD Vest leadership. I believe our efforts will play a significant role in the future of the company.”

Scott Rawlins, President of HD Vest, said, “Since its inception, the Advisor Council has given us such a great opportunity to gain insight from an incredibly talented group of advisors. HD Vest is looking forward to working with Charlene so that we can continue to develop tax-smart financial solutions for the future of our profession.”

 

About HD Vest Financial Services®

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. We have over 3,700 independent contractors, who manage over $46 billion in assets for individuals, families, and small businesses in all 50 states1. Ranked as one of the top 15 independent broker-dealer firms2, we know what it takes to make your practice flourish. For more information, please visit www.hdvest.com.

 1As of June 30, 2018
2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 | (972) 870-6000 | HDVEST.COM

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD est name. Securities offered through HD Vest Investment Services®, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC.

 

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Charlene Wehring RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES®

Charlene Wehring RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES® 

May 29, 2018, Bellville, TXCharlene Wehring, a financial services professional in Bellville has been recognized as a Field Leader by HD Vest Financial Services®. Wehring attended the 2018 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas, in May 2018.  

Headquartered in the greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer empowering holistic wealth management-based financial advice through leading independent advisors across the country.

The annual Field Leader Conference honors Chapter Directors and Mentors who guide other financial advisors as they grow in the industry. The HD Vest Chapter Program offers a unique opportunity for HD Vest Advisors to network with other HD Vest Advisors and receive valuable training to grow their investment planning practices, guided by encouraging regional Chapter Directors. The Mentor Program is designed to provide one-on-one personalized guidance in goal setting and sales presentation skills for Protégé Advisors who are new to HD Vest and/or financial services, guided by experienced Mentor Advisors.

As part of the annual Field Leaders Conference, Wehring joined with other leading HD Vest-affiliated Advisors in sessions about new client portals, enhanced planning tools, training modules, and change management. Charlene said, “It was an honor to attend the Field Leader Conference. The event was a great resource for networking with peers from around the country, meeting with HD Vest executives, and previewing some of the exciting opportunities ahead of us.

Scott Rawlins, President of HD Vest, said, “The content at this year’s Field Leader Conference highlighted the new digital tools and platforms that will launch for Advisors in September. Charlene left the conference feeling excited and empowered to become a change champion for all of our 2018 initiatives.

 

About HD Vest Financial Services®

Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1  we have over 4,000 independent contractors, who manage over $44 billion in assets for individuals, families and small businesses in all 50 states.2


1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of March 1, 2018