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Inactive

Jill Marilyn Wegner

Jansen Wealth Management LLC

Altoona, WI

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Current Employers
Jansen Wealth Management Llc

1476 Blazing Star Blvd Ste 3, Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-01
WI RA APPROVED 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2024-05-01
  • WI RA
    APPROVED
    Since 2022-01-10

Branch Locations

1476 Blazing Star Blvd Ste 3, Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jansen Wealth Management Llc Altoona WI 12/2021 Present
Jansen Wealth Management Altoona WI 12/2020 Present
Shillin Wealth Management Altoona WI 07/2018 12/2020
Cascades Tissue Group Eau Claire WI 04/2018 07/2018
Unemployed Eau Claire WI 01/2018 04/2018
Student Eau Claire WI 09/2013 12/2017
The Kitchen Table Marshfield WI 08/2015 11/2017
University Of Wisconsin - Eau Claire Eau Claire WI 10/2016 06/2017
  • 12/2021 → Present
    Jansen Wealth Management Llc
    Altoona, WI
  • 12/2020 → Present
    Jansen Wealth Management
    Altoona, WI
  • 07/2018 → 12/2020
    Shillin Wealth Management
    Altoona, WI
  • 04/2018 → 07/2018
    Cascades Tissue Group
    Eau Claire, WI
  • 01/2018 → 04/2018
    Unemployed
    Eau Claire, WI
  • 09/2013 → 12/2017
    Student
    Eau Claire, WI
  • 08/2015 → 11/2017
    The Kitchen Table
    Marshfield, WI
  • 10/2016 → 06/2017
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-19
  • S65 Uniform Investment Adviser Law Examination
    2021-12-19

View on SEC IAPD

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Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI
ALPHASTAR CAPITAL MANAGEMENT · Altoona, WI
EDWARD JONES · EAU CLAIRE, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Eau Claire, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Eau Claire, WI

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