Militello Wealth Management, LLC
Militello Wealth Management, LLC (CRD# 135379) is a financial advisory firm headquartered in Edwardsville, IL. They manage $77,300,000 in 407 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts407ACCOUNTS
Average Account Value$189,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, NC, TX
Jack Wier (CRD# 1374334) is an Investment Advisor Representative working at Militello Wealth Management, LLC in Clayton, MO and has over 30 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.