Jack Wier, financial advisor Clayton MO
86 score

Jack Wier

CRD Number: 1374334
Current Firm: Militello Wealth Management, LLC

Jack Wier (CRD# 1374334) is an Investment Advisor Representative working at Militello Wealth Management, LLC in Clayton, MO and has over 29 years of experience in the finance industry. Jack Wier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Militello Wealth Management, LLC Clayton, MO Jan 2015 - Current 1
Sagepoint Financial Edwardsville, IL Apr 2013 - Current 3
Axa Advisors LLC New York, NY Nov 2008 - Apr 2013 4
Militello Wealth Managaement, LLC Edwardsville, IL Sep 2008 - Nov 2008 < 1
Jack Wier Wealth Management, LLC Edwardsville, IL Jul 2005 - Nov 2008 3
Royal Alliance Associates, Inc. Edwardsville, IL Nov 1989 - Nov 2008 19
Militello Franzen Financial Advisors, Inc. Edwardsville, IL Jun 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jack I. Wier
Phone Number: 314-655-2118
Firm Website: http://www.milwm.com
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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