Weise Financial Services at 6020 Commerce Blvd STE 127, Rohnert Park, Ca 94928 lists Ken Weise of Rohnert Park, CA as the associate.
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Ken Weise
Individual Agent
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
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Ken Weise
CEO
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
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Ken Weise
Chief Financial Officer
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
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Ken Weise
Director
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6020 COMMERCE BLVD, ROHNERT PARK, CA 94928
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Ken Weise
Secretary
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
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6020 COMMERCE BLVD STE 127, ROHNERT PARK, CA 94928
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$273,725 / $276,169 | 2022 | WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $273,725 / $276,169 |
| 2021 | Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$169,985 / $273,725 | 2021 | WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $169,985 / $273,725 |
| 2020 | Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$60,004 / $169,985 | 2020 | WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $60,004 / $169,985 |
| 2019 | Plan NameWEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $60,004 | 2019 | WEISE FINANCIAL SERVICES 401K PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $0 / $60,004 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$94,680 Forgiven$95,412 LenderExchange Bank Jobs6 | 04/28/2020 | $94,680 | $95,412 | Exchange Bank | 6 |
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