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James R Wesner

Marquette Associates, Inc.

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About James R Wesner

James R Wesner is a financial professional with over 20 years of experience in the financial services industry. James is currently registered with Marquette Associates, Inc. as an Investment Advisor Representative and is licensed as a Series 7 and Series 63 licensed individual. James has previously been associated with BANC OF AMERICA SECURITIES LLC and NUVEEN INVESTMENTS, LLC. James's background includes experience with Marquette Associates, Inc. and is a Chartered Financial Analyst. James specializes in providing investment advice to corporations, government entities, individuals, and pension and profit sharing plans.

Firm Information

James Wesner is currently registered with Marquette Associates, Inc.. Marquette Associates, Inc. is an investment advisor headquartered in Chicago, IL. The firm primarily serves high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. They specialize in investment consulting services, pension consulting, educational seminars, and publication of periodicals. The firm manages over $22 billion in assets.
Marquette Associates, Inc.

180 NORTH LASALLE STREET

CHICAGO, IL 60601

$22.95B

Assets Under Management

763

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer based fee

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James Wesner’s Registration & Firm History

IL

05/16/2020 - Present

Marquette Associates, Inc. (CHICAGO IL)

IL

09/08/2005 - 04/03/2007

BANC OF AMERICA SECURITIES LLC (CHICAGO IL)

IL

09/05/2002 - 07/09/2004

NUVEEN INVESTMENTS, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James R Wesner.
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