Overview
Assets Under Management: $180 million
Headquarters: JACKSON, MN
High-Net-Worth Clients: 39
Average Client Assets: $1.4 million
Frequently Asked Questions
WACKER & ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159879), WACKER & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
WACKER & ASSOCIATES, INC. is headquartered in JACKSON, MN.
WACKER & ASSOCIATES, INC. serves 39 high-net-worth clients according to their SEC filing dated April 13, 2026. View client details ↓
According to their SEC Form ADV, WACKER & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WACKER & ASSOCIATES, INC. manages $180 million in client assets according to their SEC filing dated April 13, 2026.
According to their SEC Form ADV, WACKER & ASSOCIATES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.35%
Average Client Assets: $1.4 million
Total Client Accounts: 421
Discretionary Accounts: 322
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 159879
Filing ID: 2093562
Last Filing Date: 2026-04-13 17:29:38