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Michael P

Series 63, Series 66

Jackson, MN

Wacker & Associates, Inc.

Michael Purdy is a financial advisor at Wacker & Associates, Inc. with 30 years of industry experience. He previously worked at LPL Financial for eight years and INVEST Financial Corp for fifteen years. Wacker & Associates, Inc. is an SEC-registered advisory firm managing approximately $180 million for about 172 clients, primarily individuals and retirement plan sponsors. The firm offers investment supervisory services, financial planning, and retirement plan consulting with an approach that includes both discretionary and non-discretionary portfolio management, fundamental analysis, and the use of margin and options strategies.

Options & derivatives strategies Real estate investing
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Shadrach W

Series 65

Jackson, MN

Wacker & Associates, Inc.

Shadrach Wacker is a financial advisor at Wacker & Associates, Inc. with five years of industry experience. He holds a Series 65 designation and has worked at Wacker & Associates and Resolute Financial LLC since 2019. Outside of his advisory role, he serves as president of Resolute Financial LLC, providing accounting services, and coaches and referees for Jackson County Central Schools. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, offering portfolio management, financial planning, and ERISA-focused retirement plan consulting. The firm employs a fundamental analysis approach with a variety of strategies and provides both discretionary and non-discretionary supervisory services.

Options & derivatives strategies Real estate investing
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Wade W

CFP®, Series 63, Series 65

Jackson, MN

Wacker & Associates, Inc.

Wade Wacker is a CFP® with 33 years of industry experience and has been with Wacker & Associates, Inc. since 2011. He is involved in several outside business activities, including ownership of an accounting services firm, participation in start-up company investments, and board membership at a manufacturing company. He also oversees operations for a Christian ministry. Wacker & Associates serves individual and high-net-worth clients as well as retirement plan sponsors and participants, providing portfolio management, financial planning, and ERISA-focused consulting. The firm employs a fundamental analysis-driven investment process incorporating various strategies and offers both discretionary and non-discretionary supervisory services.

Options & derivatives strategies Real estate investing
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