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WACKER & ASSOCIATES, INC.
CRD 159879 · SEC 801-132015
208 SHERMAN STREET, JACKSON, MN, 56143, United States
Phone
507-847-3886
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.2M
Discretionary AUM
$80.6M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $42.9M |
| High net worth individuals | 39 | $52.9M |
| Pension/profit sharing plans | 4 | $72.4M |
| Charitable organizations | 3 | $7.4M |
| Corporations/business entities | 4 | $4.6M |
States served
IA, KY, MN, NE, TX, FL, SD
Official SEC filing: View on IAPD