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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Altoona, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Businesses
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Altoona, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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