Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wegner is a financial professional with over 20 years of experience in the industry. Michael currently works at State Farm Investment Management Corp. and is registered to provide investment advice in Minnesota and Wisconsin. Michael holds the Series 6, Series 63, and SIE licenses and has earned the Chartered Financial Consultant designation. Michael has also owned and operated Michael J Wegner Insurance Agency since 2007.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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WI
09/25/2020 - Present
State Farm Investment Management Corp. (Madisob WI)
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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