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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-02 |
Branch Locations
504 1St Ave. S., St. James, MN 56081 • United States
208 Sherman Street, Jackson, MN 56143 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 01/2003 | 02/2018 |
| Lpl Financial Llc | St James | MN | 02/2018 | 03/2026 |
| Wacker & Associates, Inc. | St. James | MN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
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