Broker Check

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 Avantax Wealth ManagementSM. Avantax 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 Avantax 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 Avantax Investment ServciesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through Avantax Insurance AgencySM. 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