A complete list of active advisors currently associated with Wacker & Associates, Inc.

Warmer can help you find a great advisor at Wacker & Associates, Inc. or one who fits your needs even better.

Wacker & Associates, Inc. is an SEC-registered advisory firm with three advisors managing roughly $180.2 million for about 172 clients, primarily individuals (including high‑net‑worth clients) and retirement plan sponsors. The firm offers ongoing investment supervisory services, hourly financial planning, and retirement plan consulting and participant advice. Wacker develops client‑specific Investment Policy Statements and provides both discretionary and non‑discretionary portfolio management, reporting approximately $80.6 million in discretionary assets and $99.5 million in non‑discretionary assets as of December 18, 2025. The firm’s approach emphasizes fundamental analysis and uses long‑ and short‑term trading, margin (borrowing) and options strategies; it may also charge performance‑based fees for qualified investors (for example, accounts with at least $1.1 million under management or meeting a net‑worth test). Distinctive features disclosed in the brochure include the use of borrowing in managed accounts, a larger share of non‑discretionary AUM than discretionary AUM, and an affiliation with an accounting firm that provides services to clients. The firm also discloses a prior regulatory matter involving an associated person and outlines policies intended to address conflicts from performance‑based fees and outside business activities.

To learn more about the advisors currently working at Wacker & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.