About
Overview
BBB Accreditation & Rating
About This Business
We believe that “If you don’t understand it, it is a bad deal.” So, we start our client relationships by explaining how our products work. We provide educational material such as our quarterly newsletter, webcasts, and essays, as well as private discussions and group workshops. Young adults who have a solid foundation in financial literacy will be a step ahead in the investment world. Beyond the basics, we focus on financial planning, money management, college savings, retirement planning, and estate planning. We work with individuals, couples, trustees, and executors. We also work with small to medium-sized businesses to help set up employee retirement plans.
BBB Accredited Since: 3/5/2021
Years in Business: 48
Business Details
- BBB File Opened:
- 12/26/1995
- Business Started:
- 1/1/1977
- Business Started Locally:
- 1/1/1978
- Business Incorporated:
- 8/17/1981
- Type of Entity:
- Corporation
- Business Management:
- Mr. Anthony Muhlenkamp, President
- Ms. Michelle Orphall, Administrative and Marketing
Additional Contact Information
- Principal Contacts
- Mr. Anthony Muhlenkamp, President
- Customer Contacts
- Ms. Michelle Orphall, Administrative and Marketing
- Fax numbers
- Primary Fax: (724) 935-4720
- Additional Websites
- muhlenkamp.com
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 2507294 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
Additional Information
- Other Resources
- Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300
Harrisburg PA 17101
Phone Number: 800-722-2657
Fax Number: 717-787-8773
http://www.dobs.pa.gov
More Resources
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