Ross Allen Wegner

Current Employers

Employment History

• 08/2014 → 05/2018
  Texas A&M
  College Station, TX
• 04/2018 → 05/2021
  Aig
  Houston, TX
• 05/2021 → 01/2023
  Lifestyle Financial Advisors
  Friendswood, TX
• 01/2023 → Present
  Lifestyle Asset Management Inc.
  Friendswood, TX
• 09/2022 → 04/2023
  Cetera Advisors
  St Cloud, MN
• 04/2023 → Present
  Cetera Advisors
  St Cloud, MN
• 05/2021 → 09/2022
  First Allied Securities, Inc.
  Friendswood, TX
• 04/2024 → Present
  Lifestyle Asset Management Inc.
  Friendswood, TX

Other Businesses

1. NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC. - CRD# 157450; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT; START DATE: 03/2023; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ADVISORY ADMINISTRATIVE ASSISTANT; 2. NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 05/2021; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: LIFESTYLE FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 03/2023; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: CETERA ADVISORS, LLC; INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: SAME AS REGISTERED LOCATION; POSITION TITLE: REGISTERED REPRESENTATIVE; RESPONSIBILITIES DUTIES: MAY RECOMMEND SECURITIES OR INSURANCE PRODUCTS OFFERED BY CETERA ADVISORS, LLC AS PART OF CLIENTS INVESTMENT PORTFOLIO.; START DATE: 2026-01-01; HOURS PER MONTH DURING TRADING HOURS: 25; 5. NAME OF OTHER BUSINESS: INSURANCE AGENT; INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: SAME AS REGISTERED LOCATION; DESCRIPTION OF THE BUSINESS: LICENSED AS AN INDEPENDENT INSURANCE AGENT. OFFER INSURANCE PRODUCTS FOR CLIENTS AS PART OF THEIR ENTIRE FINANCIAL PORTFOLIO.; POSITION TITLE: INSURANCE AGENT; START DATE: 2026-01-01; HOURS PER MONTH DURING TRADING HOURS: 5;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-27
• S63 Uniform Securities Agent State Law Examination
  2018-10-22

Other Names

• Ross Wegner