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Jill Marilyn Wegner

Jansen Wealth Management LLC

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About Jill Marilyn Wegner

Jill Marilyn Wegner is a registered Investment Advisor Representative associated with Jansen Wealth Management LLC. Jill Marilyn Wegner has 1 state exam and is currently registered in Texas and Wisconsin. Jill Marilyn Wegner has been associated with Jansen Wealth Management LLC since December 2021 and has a total of 8 years of experience in the financial industry. Jill Marilyn Wegner has a Series 65 license and is affiliated with Jansen Wealth Management LLC which is located in Altoona, Wisconsin.

Firm Information

Jill Wegner is currently registered with Jansen Wealth Management LLC. Jansen Wealth Management LLC is an investment advisor with 1 licensed agent and 2 investment adviser representatives. The firm has $80,018,630 in regulatory assets under management, with 534 total accounts. Jansen Wealth Management LLC provides financial services to individuals, high-net-worth individuals, businesses, and retirement plans.

$80.02M

Assets Under Management

3

Total Clients

2

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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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.

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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percentage of assets

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

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Jill Wegner’s Registration & Firm History

WI

01/10/2022 - Present

Jansen Wealth Management LLC (ALTOONA WI)

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Licenses & Designations

IA

Issued 12/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jill Marilyn Wegner.
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