Shannon Wegner (CFP®)

Shannon Wegner focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for over 20 years. I started out in the financial industry over 25 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 limit the number of active clients I work with at any one time to between just 50 and 60. That way I can continue to 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.

Staying active in the professional financial planning community is important to me. I am a member of the Financial Planning Association (FPA) and served on the board of the Southern Wisconsin chapter for 5 years. By also being a member of the National Association of Personal Financial Advisors (NAPFA), that ensures I not only have a fiduciary duty to my clients, but that I also take that duty very seriously.

Please visit my website for more information regarding myself and Wegner Asset Management. Thank you.