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Jill Marilyn Wegner

JANSEN WEALTH MANAGEMENT LLC·ALTOONA, Wisconsin
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1476 BLAZING STAR BLVD, ALTOONA, WI 54720CRD# 6996950Firm CRD# 317824
01

About

Jill Marilyn Wegner is a registered financial advisor based in ALTOONA, Wisconsin, affiliated with JANSEN WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
JANSEN WEALTH MANAGEMENT LLC
JANSEN WEALTH MANAGEMENT LLC
AUM
$66M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JANSEN WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6996950
Firm CRD# 317824
No disclosures on file
View on FINRA BrokerCheck →

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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 in ALTOONA
Karlyn Renee Etheridge — BERNICKE WEALTH MANAGEMENT, LTD.Benjamin John Kanz — ORGEL WEALTH MANAGEMENT, LLCMark Alan Orgel — ORGEL WEALTH MANAGEMENT, LLCSamir A Murty — ORGEL WEALTH MANAGEMENT, LLCTy Alan Bernicke — BERNICKE WEALTH MANAGEMENT, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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