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Wehring Wealth Management

CHARLENE E. WEHRING RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES®

Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation

 

05/15/2017, Charlene Wehring a financial services professional in Bellville, has been recognized as a Field Leader by HD Vest Financial Services®. Charlene Wehring attended the 2017 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas, May 8-10.

 

Headquartered in the greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer empowering holistic tax and 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, Charlene Wehring joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events Charlene Wehring said, “It was an honor to attend the Field Leader Conference. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”

 

Scott Rawlins, President of HD Vest, said, “Every year I look forward to our Field Leader Conference and the opportunity to meet with our Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”

 

Charlene Wehring is the founder of Wehring Wealth Management, LLC a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment ServicesSM.  Charlene holds securities licenses 7 and 63, as well as life, accident, health, and HMO insurance licenses. As a premier advisor with HD Vest, she has been one of their top 75 performing advisors across the nation for the past seven years.

 

Charlene serves the Bellville community, the greater Houston area, and clients all over Texas, helping them define and pursue their financial goals in their ever-changing lives. We guide them through the process and continually monitor their progress to help them remain on track. With vast experience and knowledge of investments, planning, taxation, and accounting*, we aim to address each client’s entire financial picture, providing education, guidance, and transparency.   

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 4,400 independent contractors, who manage over $39 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 January 1, 2017

 

 

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment ServicesSM, Member SIPC

Advisory services offered through HD Vest Advisory ServicesSM

6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Wehring Wealth Management is not a registered broker/dealer or independent investment advisory firm.

CHARLENE WEHRING SELECTED TO ATTEND FINANCIAL SERVICES INSTITUTE TEXAS STATE CAPITOL DAY

Attendance Reflects Her Commitment to Protecting the Financial Interests of Texans and Promoting Financial Literacy

 

(March 3, Bellville, TX)—Charlene Wehring, a financial services professional in Bellville, Texas, recently participated in the Financial Services Institute (FSI) Texas State Capitol Day. The invite-only event enabled influential Texas-based independent advisors to network with peers and discuss critical issues facing Texan investors. Wehring was part of a select group of individuals chosen to attend the event, held in Austin, Texas, on February 21, 2017.

 

Attendees spent a full day serving as citizen lobbyists advocating for Texan investors’ rights to key state lawmakers and their staff.

 

The goal of this year’s event was to support initiatives that:

  • Increase access to quality, personalized and affordable financial advice;
  • Voice opposition to legislative efforts to impose regulations that deny clients the benefit of financial advice and compete against independent financial advisors;
  • Promote efforts to increase financial literacy and prevent elder abuse; and
  • Support the expansion, availability and usefulness of the Achieving a Better Life Experience (ABLE) Act accounts to families with disabled children.

 

“Attending the FSI’s Texas State Capitol Day and voicing my support for protecting the financial interests of all citizens of our great state of Texas was an absolute honor,” said Wehring. “I am committed to initiatives that expand Texans’ access to high-quality, individualized financial advice and improve the average citizen’s financial literacy.”

 

Charlene Wehring offers financial services through her affiliation with broker-dealer HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,400 independent Advisors across the country1. Wehring has been an advisor with HD Vest since 1997 and has an office in Bellville, Texas. She graduated from the University of Houston with a Bachelor of Business Administration in 1977 and has been a Certified Public Accountant since 1979.

 

 

About Wehring Wealth Management

Wehring Wealth Management, founded by Charlene Wehring, CPA, more than 30 years ago, assists individuals, families and business owners as they pursue their financial goals and build confidence for their future. While the firm has evolved over the past few decades, its client commitment hasn’t changed. Wehring Wealth Management puts the client first, offering personal care, trusted guidance and objective advice every step of the way.


Charlene Wehring services the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.

 

  1. As of January 1, 2017

 

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000

 

Wehring Wealth Management is not a registered broker/dealer or registered investment advisory firm

CHARLENE E. WEHRING ATTENDS HD VEST’S ELITE RETREAT NETWORKING CONFERENCE

Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice

(November 28, 2016)Charlene E. Wehring a financial services professional in Bellville Texas, recently attended the Elite Retreat conference hosted by their broker-dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,600 independent Advisors across the country. Charlene qualified to attend the conference in Scottsdale, Arizona with over 200 Advisor peers, November 2-5.

HD Vest Elite Retreat is a networking and learning event for premium Advisors focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services.

“It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can to leverage to better assist my clients,” said Charlene Wehring. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.”

Roger Ochs, CEO of HD Vest, said, “We were pleased to host Charlene Wehring at our 2016 Elite Retreat Conference in Scottsdale, AZ. This is an event our premium Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop professionally, learn from others in our industry and share their own experiences to work toward a common goal.”

Charlene Wehring is the founder of Wehring Wealth Management, LLC a Certified Public Accountant (CPA), and a financial advisor with HD Vest Investment Services.  Charlene holds securities licenses 7 and 63, as well as life, accident, health, and HMO insurance licenses. As a premier advisor with HD Vest, she has been one of their top 75 performing advisors across the nation for the past seven years.

Charlene serves the Bellville community, the greater Houston area, and clients all over Texas, helping them define and pursue their financial goals in their ever-changing lives. We guide them through the process and continually monitor their progress to ensure they remain on track. With vast experience and knowledge of investments, planning, taxation, and accounting*, we aim to address each client’s entire financial picture, providing education, guidance, and transparency.  

 

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 20 independent broker-dealer firms2, with 4,600 independent contractors managing over $37 billion in assets for individuals, families and small businesses in all 50 states.3

1”Premium Advisors” are defined as HD Vest Advisors with over $100,000 in rolling gross production.

2Think Advisor 2015 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of January 1, 2016

 

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000

CHARLENE E. WEHRING HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM

Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation



Bellville, TX—August 7, 2014—Charlene E. Wehring, based in Bellville, TX, was recognized by HD Vest at its recent Premier Advisors’ Forum as one of HD Vest’s most successful Advisors.



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



The Premier Advisors’ Forum is an annual event thathonors HD Vest’s top 75 performing Advisorsfrom across the country and brings togetherthe firm’s senior executives and leading financial industry educational partners.



As part of the Premier Advisors’ Forum, which took place at Four Seasons Resort, The Biltmore in Santa Barbara, CA, from July 21-24, Charlene joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events, along with an awards ceremony and dinner.



Charlene said, “It was an honor to attend Premier Advisors’ Forum. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”



Roger Ochs, President and CEO of HD Vest, said, “Every year I look forward to our Premier Advisors’ Forum and the opportunity to meet with our most successful Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”



About HD Vest Financial Services®

HD Vest is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. HD Vest provides tailored training, practice management support, turnkey asset management solutions and comprehensive technology platforms to nearly 5,000 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. HD Vest is headquartered in the Greater Dallas area, in Irving, Texas. For additional information, please visit www.hdvest.com.


 

HD Vest Financial Services® is the holding company for the group of companies
providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC

Advisory services offered through HD Vest Advisory ServicesSM

6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000