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Ross Allen Wegner

Lifestyle Asset Management, Inc.

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About Ross Allen Wegner

Ross Wegner is a financial professional with over 5 years of experience in the financial services industry. Ross is registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Ross is affiliated with Lifestyle Asset Management, Inc., a firm with 13 investment adviser representatives and 6 registered representatives. Ross has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Ross also provides financial consulting services. Ross is committed to helping clients achieve their financial goals.

Firm Information

Ross Wegner is currently registered with Lifestyle Asset Management, Inc.. Lifestyle Asset Management, Inc. is a registered investment advisor located in FRIENDSWOOD, TX. The firm provides financial consulting and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $399,218,297 in assets under management.
Lifestyle Asset Management, Inc.

211 WEST EDGEWOOD

FRIENDSWOOD, TX 77546

$399.22M

Assets Under Management

Not reported

Total Clients

11

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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.

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financial consulting

Financial consulting

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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Ross Wegner’s Registration & Firm History

TX

03/27/2023 - Present

Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)

TX

09/14/2018 - 05/03/2021

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 03/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross Allen Wegner.
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