Jansen Wealth Management LLC

Jansen Wealth Management LLC (CRD# 317824) is a financial advisory firm headquartered in Altoona, WI. They manage $80,018,630 in 534 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1476 Blazing Star Blvd, Ste 3, Altoona, WI 54720
https://www.linkedin.com/company/jansen-wealth-management
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $149,848
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Jansen Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jill Wegner, financial advisor Altoona WI
Jill M. Wegner
CRD#: 6996950
1476 Blazing Star Blvd, Ste 3, Altoona, WI 54720

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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