Jill Marilyn Wegner
Investment Adviser Representative at Jansen Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jill Marilyn Wegner is an investment adviser representative with Jansen Wealth Management LLC in Altoona, WI, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jansen Wealth Management LLCDec 2021 – no end date reportedAltoona, WI
- Jansen Wealth ManagementDec 2020 – no end date reportedAltoona, WI
- Shillin Wealth ManagementJul 2018 – Dec 2020Altoona, WI
- Cascades Tissue GroupApr 2018 – Jul 2018Eau Claire, WI
- UnemployedJan 2018 – Apr 2018Eau Claire, WI
- StudentSep 2013 – Dec 2017Eau Claire, WI
- The Kitchen TableAug 2015 – Nov 2017Marshfield, WI
- University of Wisconsin - Eau ClaireOct 2016 – Jun 2017Eau Claire, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jansen Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Altoona, WI
- SEC file number:
- 801-132568
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 9, 2026
View full firm profileOther advisors at Jansen Wealth Management LLC
1 other advisor in the directory
View Jansen Wealth Management LLC firm profileSimilar advisors in Altoona, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jill Marilyn Wegner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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