Jill Wegner (CRD# 6996950) is an Investment Advisor Representative working at Jansen Wealth Management LLC in Altoona, WI and has over 2 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jansen Wealth Management LLC | Altoona, WI | Dec 2021 - Current | 2 |
| Jansen Wealth Management | Altoona, WI | Dec 2020 - Current | 3 |
| Shillin Wealth Management | Altoona, WI | Jul 2018 - Dec 2020 | 2 |
| Cascades Tissue Group | Eau Claire, WI | Apr 2018 - Jul 2018 | < 1 |
| Unemployed | Eau Claire, WI | Jan 2018 - Apr 2018 | < 1 |
| Student | Eau Claire, WI | Sep 2013 - Dec 2017 | 4 |
| The Kitchen Table | Marshfield, WI | Aug 2015 - Nov 2017 | 2 |
| University Of Wisconsin - Eau Claire | Eau Claire, WI | Oct 2016 - Jun 2017 | < 1 |
| Menards | Marshfield, WI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- WI
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts534ACCOUNTS
-
Average Account Value$149,848
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
WI
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