Cara Wolenec (CRD# 6180692) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 11 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pillar Wealth Management Company | Madison, WI | Sep 2022 - Current | 1 |
| Pillar Wealth Management Company | Madison, WI | Jul 2012 - Sep 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- TX
- WI
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts455ACCOUNTS
-
Average Account Value$336,996
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, TX, WI
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