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Wegner Asset Management in Milwaukee, Wisconsin
(414) 906-9711
4942N.HollywoodAvenue
Milwaukee, WI 53211
Company Description:
Wegner Asset Management offers independent financial planning and investment management that truly puts your best interest fist. Proudly not affiliated with any bank, brokerage firm, or insurance company.
Services Offered:
Shannon Wegner
Cfp
Madison
Wegner Asset Management
Wagner Asset Management
Certified Financial Planner
Fiduciary
Financial Adviser
Financial Advisor
Fee Only
Fee-only
Wisconsin
Independent
Money Management
Wealth Management
Financial Advice
Investments
Financial Planning
Investment Management
Investment Advisor
Investment Adviser
Fuel Management
Management Services
Web Results:
- Wegner Asset Management
A n I ntroduction Wegner Asset Management offers independent, objective, and personalized investment management and financial planning to a small clientele of families, small business owners, trusts, and estates. Based in the beautiful Madison, Wisconsin area, I am entrusted by clients throughout th...
- Shannon Wegner, CFP
W egner , CFP As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for nearly 15 years. I started in the financial industry over 20 years ago, having taught myself how to trade commodity futures and options while still in college. After receiving a double-major in...
- Advisory Fees
- A dvisory F ees As a fee-only adviser, the only money I earn comes directly from my clients. I am not a stockbroker. I don't get paid by churning your account, or by any type of commission. I don't sell insurance, and I don't sell investments. I don't get paid by hidden fees from fund companies, and...
- Financial Planning Services
L ife is not S imple, But it doesn't have to be C omplicated Investing and financial planning have become so difficult and confusing that most people are too discouraged to even bother. As the saying goes, A goal without a plan is just a wish. Most people don't have a plan, and if they do they have ...
Business Information:
| Business Sector: | Residential, Commercial |
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Website Links:
Wegner Asset Management | Advisory Fees | Shannon Wegner, CFP | Investment Philosophy | Financial Planning Services
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