Shannon V. Wegner, CFP<sup>&reg;</sup> - Financial Advisor

Shannon V. Wegner, CFP®

Fee Only Fiduciary

Wegner Asset Management, LLC

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Middleton, WI 53562
+ 1 More Location

Wegner Asset Management, LLC

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Madison, WI 53705
(608) 441-9711

General

Shannon Wegner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wegner Asset Management, LLC in Middleton, WI and the surrounding communities.

Financial Advisor Overview

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 the country, with most of them coming directly from client referrals. As a fee-only adviser, the only money I earn comes directly from my clients, and as a fiduciary, I have a clear legal duty to always put their best interests first.

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Financial Advisor Experience

As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for over 20 years. I started in the financial industry over 25 years ago, having taught myself how to trade commodity futures and options while still in college. After receiving a double-major in both Economics and Communication Arts from the University of Wisconsin-Madison, I held positions at US Bank in Madison, Fidelity Investments, and Kaplan Financial Services, both in Boston. Eventually I grew tired of seeing the financial industry take advantage of people and investors making the same mistakes over and over again. I wanted a better way to help people with their money. So I established Wegner Asset Management in 1998, which has always been a truly independent, fee-only practice since day one. I limit the number of active clients I work with at any one time to between 50 and 60. That way I can continue to offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants. I believe in providing a comfortable and casual environment where every client can feel at ease discussing the private details of their finances.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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