Wegner Asset Management, LLC
Wegner Asset Management, LLC (CRD# 110866) is a financial advisory firm headquartered in , . They manage $40,000,000 in 210 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts210ACCOUNTS
Average Account Value$190,476
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Shannon Wegner (CRD# 2716132) is an Investment Advisor Representative working at Wegner Asset Management, LLC in Middleton, WI and has over 22 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.