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WACKER & ASSOCIATES, INC.
JACKSON, MN
507-847-3886
SEC #801-132015Total AUM
$180.2M
Employees
4Clients
183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
208 SHERMAN STREET
JACKSON
MN 56143
United States
JACKSON
MN 56143
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Monday - Friday
Phone
507-847-3886
Other Offices
1
Financials
Total AUM
$180.2M
Accounts
421Discretionary
$80.6M
Accounts
322Non-Discretionary
$99.5M
Accounts
99
Clients
Individual Clients
133AUM
$42.9M
HNW Individual Clients
39AUM
$52.9M
Pension/Profit Sharing Plan Clients
4AUM
$72.4M
Charitable Organization Clients
3AUM
$7.4M
Corporation or Business Clients
4AUM
$4.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement Finding
State Registrations
FLIAKYMNNESDTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.