Jeffrey Wickmann
Jeffrey Wickmann is a registered investment advisor at Lifestage Wealth Management, INC., based in Coon Rapids, MN, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 122 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeSTAGE Wealth Management charges a percentage of your portfolio's value each year for investment management. This fee ranges from 1% to 1.25% annually, depending on the investments, account size, and services requested. The fee is calculated every three months based on the value of your account on the last business day of the quarter.
Location
199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN, 55433
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in three outside business activities. He works full-time at Life Stage Wealth Management Inc., dedicates about 10-20% of his time to Wickmann Tax Service, and spends minimal time on fixed insurance sales.
Employment History
Current Registrations
Lifestage Wealth Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.