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Jill Marilyn Wegner

JANSEN WEALTH MANAGEMENT LLC·ALTOONA, Wisconsin
Series 65Clean record4 years registeredJANSEN WEALTH MANAGEMENT LLC
1476 BLAZING STAR BLVD, ALTOONA, WI 54720CRD# 6996950Firm CRD# 317824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Marilyn Wegner · ALTOONA, WI
Registration
CRD #6996950 · JANSEN WEALTH MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

JANSEN WEALTH MANAGEMENT LLC
Jan 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 10, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JANSEN WEALTH MANAGEMENT LLC
CRD 317824 · SEC 801-122897
AUM
$66M
Regulatory assets under management
Employees
2
422 client accounts
Services offered by JANSEN WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JANSEN WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Jill Marilyn Wegner offer?
Jill Marilyn Wegner specializes in Investment Management, Fee-Only Advisory. Contact their office in ALTOONA, Wisconsin for a consultation.
What are Jill Marilyn Wegner's credentials?
Jill Marilyn Wegner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Marilyn Wegner located?
Jill Marilyn Wegner is based in ALTOONA, Wisconsin, working with JANSEN WEALTH MANAGEMENT LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.
How does Jill Marilyn Wegner charge for services?
Jill Marilyn Wegner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JANSEN WEALTH MANAGEMENT LLC?
JANSEN WEALTH MANAGEMENT LLC has approximately 2 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JANSEN WEALTH MANAGEMENT LLC

Jacob Saul Jansen
ALTOONA, WI

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