Justin Eigner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1715 W Paradise Drive, Ground Fl, West Bend, WI, 53095
Get directionsHistory
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 Activities
Justin serves as power of attorney for his spouse and son, dedicating minimal time to these investment-related activities. He also has an 11.11% ownership in Heritage Private Wealth LLC and 100% ownership in NSWealth, LLC, spending a few hours per week on Heritage Private Wealth LLC and minimal time on NSWealth, LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Strong Investments, INC.Broker
State Registrations51 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.