Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
01/10/2022 - Present
Jansen Wealth Management LLC (ALTOONA WI)
IA
Issued 12/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jill Wegner is the right advisor for you? Invested Better is here to help.