Best Investors Account Sign in
Inactive

Shane Samuel Seth Segner

Wellencourt Wealth Management LLC

Wayzata, MN

Claim This Profile
Current Employers
Wellencourt Wealth Management Llc

Wayzata, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-18
  • MN RA
    APPROVED
    Since 2025-07-18

Branch Locations

Wayzata, MN • 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
Gradient Advisors Llc Arden Hills MN 06/2022 Present
Lockheed Martin Orlando FL 01/2014 Present
Wellencourt Wealth Management Llc Wayzata MN 12/2021 Present
Previous Registrations
Other Businesses

1. Lockheed Martin; Not investment related; 5600 Sand Lake Rd, Orlando, FL 32819; Aerospace & Engineering; Engineer; Start date 01/2014, 160 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15
Other Names
  • Shane S Segner

View on SEC IAPD

More in Wayzata, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor