Wegner Asset Management, LLC

Wegner Asset Management, LLC (CRD# 110866) is a financial advisory firm headquartered in , . They manage $60,000,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.wegnerassetmgmt.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

MN, WI

Financial Advisors at Wegner Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shannon Wegner, financial advisor Middleton WI
Shannon V. Wegner
CRD#: 2716132
Middleton, WI

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.

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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