Shannon V. Wegner

Shannon V. Wegner

| CFP®

Wegner Asset Management

Fee Only Financial Planner Located in Middleton, WI and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

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Middleton, WI 53562

Shannon Wegner is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for nearly 15 years. I started out in the financial industry over 20 years ago, having taught myself how to trade commodity futures and options while still in college. After receiving a double-major in both Economics and Communication Arts from the University of Wisconsin-Madison, I held positions at US Bank in Madison, Fidelity Investments in Boston, and Kaplan Financial Services in Boston.

Eventually I grew tired of seeing the financial industry take advantage of people and investors making the same mistakes over and over again. I wanted a better way to help people with their money. So I established Wegner Asset Management in 1998, which has always been a truly independent, fee-only practice since day one. I insist on never having more than 50 active clients at any one time, so I can offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants. I believe in providing a comfortable and casual environment where every client can feel at ease discussing the private details of their finances.

Please visit my website for more information regarding my investment management and financial planning services at www.WegnerAssetMgmt.com.