Shannon Wegner, financial advisor Middleton WI

Shannon Wegner

CRD Number: 2716132
Current Firm: Wegner Asset Management, LLC

Shannon Wegner (CRD# 2716132) is an Investment Advisor Representative working at Wegner Asset Management, LLC in Middleton, WI and has over 27 years of experience in the finance industry. Shannon Wegner 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
Wegner Asset Management, LLC Madison, WI Jul 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Shannon V. Wegner
Phone Number: 608-441-9711
Registered State(s):
  • MN
  • WI
Current Firm Details
Wegner Asset Management, LLC
Firm's CRD Number: 110866
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MN, WI

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