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D.
Wayne Strout, MBA, AAMS
President |
WS
Wealth Managers Inc.
39 E. Forrest Ave., Suite 204
Shrewsbury, PA 17361
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P:
(717) 235-2300
T:
(800) 425-1978
F:
(888) 325-0251
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www.waynestrout.com
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Spoken Language(s):
English |
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| Wayne Strout’s broad
experience includes working in
Private Equity, internationally for more than 20 years,
with 4 years in retail brokerage with major national
brokerage firm. He earned his Masters in Business
Administration (MBA) from the prestigious
Wharton
School
at the
University
of
Pennsylvania
in 1991. |
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Fee
Based discretionary and non-discretionary Investment
Advisory, Management and Supervision. Services are
available for client accounts maintained at Glen
Eagle/Pershing as well as at other broker dealers. (Ask
for firm’s Form ADV for more info.)
For
the protection of our clients, we use third party
custodians for all client assets. We never take custody of
client's assets. We provide investment advice and
management services.
Investment
Philosophy is based on Post Modern Portfolio Theory using
Dynamic Asset Allocation Strategies. Advice is
based on Christian Principles.
We
have the heart of a teacher and a servant -- not the
heart of a salesman.
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| Disclaimer:
Investment
advisory services by WS
Wealth
Managers
Inc.,
a
registered investment adviser.
Securities
thru Glen Eagle Advisors, LLC, Member of FINRA and SIPC
Clearing
thru Pershing LLC, Div of Bank of New York Mellon Corp.
FOLIO Advisor accounts available thru FOLIOfn
Investments Inc. Member of FINRA and SIPC. WS Wealth
Managers Inc., FOLIOfn, Glen Eagle
Advisors LLC, & Pershing LLC are not affiliated. |
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I am currently registered or
licensed to do business in the following states: Pennsylvania,
Maryland |
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- Stocks and Bonds
- Mutual Funds
- Investment Advice
- Financial Plannning
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- Life Insurance
- Health / Disability Insurance
- Fixed Annuities
- Variable Annuities
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- Fee for Financial Planning (initial,
hourly, and/or retainer)
- Fee based on percentage of assets
managed (percentage ranges 0.5% - 1.5%)
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- Commissions
- Trail Fees
- Account Fees
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| Asset
Allocation, Management, and Protection |
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(investment planning) |
| Biblical
Investing |
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(investment
screening for moral issues) |
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Comprehensive Financial
Planning |
| Elder
Issues |
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(long-term
care, pre-mortem planning) |
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Employee Benefits |
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(qualified
plans, defined contribution plans, 401k plans) |
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Mutual Fund Investing |
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Retirement Planning |
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Stocks and Bonds |
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Sudden Wealth |
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A broker/dealer, investment advisor, BD agent or IA rep may only
transact business in a particular state after licensure or satisfying
qualifications requirements of that state, or only if they are excluded
or exempted from the state's broker/dealer, investment adviser, or BD
agent or IA rep requirements, as the case may be; and follow-up,
individualized responses to consumers in a particular state by
broker/dealer, investment adviser, BD agent or IA rep that involve
either the effecting or attempting to effect transactions in securities
or the rendering of personalized investment advice for compensation, as
the case may be, shall not be made without first complying with the
state's broker/dealer, investment adviser, BD agent or IA rep
requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history
of a broker/dealer, investment adviser, BD agent or IA rep, a consumer
should contact his or her stated securities law administrator.
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