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Shadrach Wacker

5 Years of Experience
Jackson, MN

Shadrach Wacker is a registered investment advisor at Wacker & Associates, INC., based in Jackson, MN, with 5 years of industry experience. Shadrach 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
183 clients
Average Client Portfolio
$985K average
Assets Under Management
$180.2M

Fee Structure

Minimum Investment:$25K

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.

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Location

208 Sherman Street, Jackson, MN, 56143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shadrach is the president of Resolute Financial LLC, where he provides accounting services, dedicating a few hours per week. He also coaches and referees for Jackson County Central Schools, spending about a quarter of his time coaching for three months of the year and a few hours per week refereeing.

Employment History
Current Registrations
Wacker & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.