Wegner Asset Management / Financial Advisor in Middleton, Wisconsin

Shannon Wegner, CFP
Congratulations on narrowing down your search for a financial adviser to the NAPFA website. If I could offer any advice to you after having been in the financial industry for over 20 years, it would be to find an adviser who has a Fiduciary duty to always put your best interest first. By being a NAPFA-registered adviser, you can be ensured that I not only have such a duty, but that I also take that duty very seriously. By choosing a truly independent, fee-only registered investment adviser who is not affiliated with any bank, brokerage firm, or insurance company, your adviser will be working only for you and their other clients, and no one else. But even then you still have some important questions to ask. Is the adviser a CFP professional? When it comes to financial planning, the CFP (Certified Financial Planner) credential is the only one that really carries any weight. Any advisor who is serious about financial planning should have that credential, and obviously the longer they have had it, the better. Who would you rather work with - someone who is not a CFP professional, who only recently became a CFP professional, or who has held that credential for over 15 years? How long has the adviser been in business, and has that business always been dedicated to being a truly independent, fee-only registered investment adviser? Many advisers have only just recently tried to jump on the bandwagon of being independent and fee-only, with some being "fee-based" because they still can't give up their commissions. A business that has been consistently fee-only for almost 20 years proves commitment to its clients. Isn't that something you would want to look for? Please visit my website for more information.

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