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Terms:

Wegner Asset Management, LLC is a registered investment adviser in the state of Wisconsin and Minnesota. Wegner Asset Management, LLC may only transact business in a state in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services.

Accordingly, this website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Wegner Asset Management, LLC with a prospective client shall be conducted by a representative that is either registered, or qualifies for an exemption or exclusion from registration, in the state where the prospective client resides.

A copy of the current written disclosure statement (Part 2 of SEC Form ADV) describing the business operations, services, and fees of Wegner Asset Management, LLC is available upon written request.

Wegner Asset Management, LLC retains the right to decline a business relationship for any reason. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to the accuracy, timeliness, completeness, or relevance of any information posted on this or any ‘linked’ website. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. The links contained on this site do not imply any endorsement or sponsorship of those sites or any of the products or services that may be offered at those sites. Wegner Asset Management, LLC disclaims any responsibility for the content or accuracy of those sites.
 

A summary of Wegner Asset Management's Privacy Policy is also available by clicking here.


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