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Wacker & Associates, Inc. CRD 159879
$180M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
208 Sherman Street, Jackson, MN 56143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-06 |
| MN | RA | APPROVED | 2020-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wacker & Associates, Inc. | Jackson | MN | 10/2019 | Present |
| Wacker & Associates, Inc. | Jackson | MN | 06/2019 | Present |
| Resolute Financial Llc | Jackson | MN | 07/2019 | Present |
| Northwestern College | Orange City | IA | 08/2015 | 05/2019 |
1) RESOLUTE FINANCIAL LLC - PRESIDENT. 07/2019 TO PRESENT. NOT INVESTMENT-RELATED. 5 HOURS/MONTH SPENT ON THIS ACTIVITY, 5 HOURS/MONTH DURING NORMAL BUSINESS HOURS. DUTIES INCLUDE PROVIDING ACCOUNTING SERVICES. 2) JACKSON COUNTY CENTRAL SCHOOLS - COACH AND REFEREE. NOT INVESTMENT-RELATED. DUTIES INCLUDE COACHING FOR THREE MONTHS OF THE YEAR FOR APPROXIMATELY 50 HOURS/MONTH AND REFEREE FOR APPROXIMATLEY 5 HOURS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-16 |
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