Jeffrey
Wegner
Money Management Concepts Inc
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About this Advisor
Jeffrey Wegner is a financial advisor working in Melbourne, Florida with a total of 7 years of industry experience. Wegner works at Money Management Concepts Inc. Throughout their career, they have worked at Life Long Learning College, Money Management Concepts, Inc, Charles Schwab Bank and Charles Schwab & Co., Inc. Wegner maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Money Management Concepts Inc is a financial advisory business that has its headquarters in Melbourne, FL. It has $98 million in total assets between its 298 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 298 customer accounts, 30% are held by high-net-worth investors who have at least $1 million in assets available to invest. Money Management Concepts Inc provides portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which service is offered. Fee types charged by Money Management Concepts Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Management Concepts Inc Brokerage Details
$98,440,038
2
298
$330,336
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Wegner Work History
Jeffrey has been registered as a financial advisor for 7 years.*
Money Management Concepts, Inc
Life Long Learning College
Charles Schwab Bank
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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