Philip Wesley Wegman

C5

IAR CRD 7258822·Industry start 2021-03-18

Identity

Legal name

Philip Wesley Wegman

CRD

7258822

NPN

—

Career

Previous employments

INVESTMENT PLANNERS, INC.2022-10-12

VANGUARD MARKETING CORPORATION2020-07-28

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2021-03-18

Est. age

27

Age confidence

—

Est. birth year

1999

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

BALANCED FINANCIAL PLANNING, INC.

JOURNEY BEYOND WEALTH, LLC