Wienken Advisors, Ltd.
State-registered
Investment Adviser
CRD 148335
· SEC file 801-69575
· Mechanicsburg, PA
· www.wienken.org
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ADV data as of Oct 31, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 9
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Jon Lenz | President And Chief Compliance Officer | Oct 2008 (18y) | 75% or more | |
| Brian Robert Logan | Registered representative | Nov 2008 (18y) | ||
| Patrick Noll Hanosek | Registered representative | Aug 2018 (8y) | ||
| Jason Bishop | Registered representative | CFP Chartered Financial Consultant | Mar 2020 (6y) | |
| Matthew Benjamin Eberly | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Christopher Lenz | Registered representative | Feb 2024 (2y) | ||
| Jeremy Michael Jamison | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/31/2025 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEMINAR FEES; FEES FOR VIDEO COURSES AND EDUCATIONAL MATERIALS
Services
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 31, 2025.
View current Form ADV (SEC/IAPD) ↗