Top financial advisors in Altoona, WI
We’ve curated a list of the best financial advisors in Altoona, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$80,018,630
Number of advisors
2 advisors
| $80,018,630 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Altoona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Altoona. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Jansen Wealth Management LLC
Jansen Wealth Management LLC is a registered investment advisor established in November 2021 and owned by Jacob Jansen, who serves as the Managing Member. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary to its clients. JWM provides customized investment advisory solutions, including discretionary investment management using low-cost, diversified mutual funds, ETFs, and individual stocks or bonds. The firm's investment strategies are primarily long-term focused, with the flexibility to buy, sell, or re-allocate positions as needed. The minimum initial investment is not specified in the brochure. JWM manages $104,745,317 in client assets as of December 31, 2024. The fee structure is based on a percentage of assets under management, ranging from 1.75% for assets under $500,000 to 0.50% for assets over $10,000,001. JWM does not charge performance-based fees and does not receive compensation for securities transactions other than the advisory fees. Clients have investment discretion, with JWM having the authority to select and manage securities without prior client approval. The firm does not accept or maintain custody of client funds, except for authorized deductions of fees. Clients have the right to place restrictions on the types of investments in their portfolios. JWM encourages clients to read and discuss the Disclosure Brochure and to contact the firm with any questions. For more information, clients can visit the SEC's Investment Adviser Public Disclosure website or contact Jansen Wealth Management LLC directly at 715-481-0499 or [email protected].
$80,018,630 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Altoona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Altoona. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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