Jason Weier (CRD# 5378116) is an Investment Advisor Representative working at Avantax Advisory Services in Manitowoc, WI and has over 16 years of experience in the finance industry.
CRD# 6226751
Verus Wealth Management
CRD# 2240211
Merit Financial Advisors
CRD# 2262789
Packerland Brokerage Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency And/or Avantax Insurance Services | Appleton, WI | Dec 2022 - Current | 1 |
| Avantax Advisory Services | Appleton, WI | Nov 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Appleton, WI | Nov 2022 - Current | 1 |
| Simplicity Life | Monticello, MN | Dec 2020 - Current | 3 |
| Maurer Insurance | Appleton, WI | Dec 2017 - Current | 6 |
| Jason P Weier Financial Services LLC | Appleton, WI | Apr 2015 - Current | 9 |
| Avantax Insurance Agency, LLC | Appleton, WI | Nov 2022 - Dec 2022 | < 1 |
| Jason P Weier Financial Services, LLC | Appleton, WI | Apr 2015 - Dec 2022 | 7 |
| Lpl Financial, LLC | Appleton, WI | Oct 2020 - Nov 2022 | 2 |
| Advisor's Pride Inc. | Appleton, WI | Sep 2020 - Nov 2022 | 2 |
| Cetera Investment Advisers, LLC | Schaumburg, IL | Feb 2018 - Oct 2020 | 2 |
| Cetera Financial Specialists, LLC | Schaumburg, IL | Dec 2017 - Oct 2020 | 2 |
| Cetera Investment Advisers, LLC | Schaumburg, IL | Dec 2017 - Dec 2017 | < 1 |
| Country Capital Management Company | Wausau, WI | Sep 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- TX
- WI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.