Wade Wacker is a CFP-designated registered investment advisor at Wacker & Associates, INC., based in Jackson, MN, with 33 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 183 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wacker & Associates charges a percentage of your portfolio for investment management. The exact fee is negotiable and depends on your needs, the type of account, the complexity of your situation, and the amount of assets they manage. Employees and family members of Wacker & Associates may receive discounted or waived fees. Qualified investors may be charged performance-based fees during profitable quarters.
Location
208 Sherman Street, Jackson, MN, 56143
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
November 2012Regulatory
October 2012Customer Dispute
January 2010Other Business Activities
Wade is involved in numerous business activities, including managing rental properties, purchasing and selling real estate, providing accounting services, investing in start-up companies, overseeing operations for multiple LLCs involved in farmland and agricultural facilities, and serving as a board member for a manufacturing company. He also dedicates about a third of his time to overseeing operations for a Christian ministry.
Employment History
Current Registrations
Wacker & Associates, INC.
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Fsc Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.