AUMdb
TW

Takaya Weckle

CRD 7201111 Chartered Financial Analyst

Firms

FirmRoleAs of
Clutinger Williams & Verhoye Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (1)

OrganizationRoleCompensationAs of
Cfa Society Of San Diego Inc Director 06/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗