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Jill W
Series 65
Altoona, WI
Jansen Wealth Management LLC
Jill Wegner is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. She previously worked at Shillin Wealth Management and has been with Jansen Wealth Management since 2020. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized portfolio construction using low-cost, diversified mutual funds and ETFs, employing fundamental and behavioral analysis with ongoing client monitoring.
Jacob J
Series 65, Series 66
Altoona, WI
Jansen Wealth Management LLC
Jacob Jansen is a financial advisor at Jansen Wealth Management LLC in Altoona, WI, holding Series 65 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Edward Jones, Alliance Global Partners, and International Assets Investment Management. He is a silent partner in a nutrition company, NuSkool Inc., without receiving compensation. Jansen Wealth Management LLC provides discretionary investment management and advisory services to individuals, trusts, estates, businesses, and retirement plans, including high-net-worth clients. The firm employs a primarily long-term investment approach focused on low-cost mutual funds and ETFs, uses fundamental and behavioral analysis, and offers customized portfolios with ongoing supervision.
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