Jeffrey
Wegner
Money Management Concepts Inc
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About this Advisor
Jeffrey Wegner is a financial advisor based in Melbourne, Florida, working with Money Management Concepts Inc. Jeffrey has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Money Management Concepts, Inc, and Life Long Learning College. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jeffrey is part of Money Management Concepts Inc, which operates out of Melbourne, Florida. The firm has 2 employees and manages assets totaling $106.5 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Money Management Concepts Inc includes asset-based fees.
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Money Management Concepts Inc Brokerage Details
$106,452,391
2
283
$376,157
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Wegner Work History
Money Management Concepts, Inc
Life Long Learning College
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Jeffrey Wegner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Management Concepts Inc
Melbourne, FL
Melbourne, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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