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Rebecca A Wiegand

Isthmus Partners, LLC

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About Rebecca A Wiegand

Rebecca Wiegand is a financial advisor who works at Isthmus Partners, LLC. Rebecca has been in the financial industry since 2006. Rebecca holds the Series 66, 7, and SIE exams. Rebecca has worked at Thrivent Investment Management Inc. and Robert W. Baird & Co. Incorporated in the past. Rebecca specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Rebecca Wiegand is currently registered with Isthmus Partners, LLC. Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.
Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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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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Rebecca Wiegand’s Registration & Firm History

WI

01/05/2021 - Present

Isthmus Partners, LLC (MADISON WI)

WI

10/06/2020 - 01/20/2021

THRIVENT INVESTMENT MANAGEMENT INC. (MADISON WI)

WI

04/21/2006 - 02/26/2019

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

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Licenses & Designations

BOTH

Issued 10/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca A Wiegand.
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