John Weninger (CRD# 5869009) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 13 years of experience in the finance industry. John Weninger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Endowment Wealth Management | Appleton, WI | Dec 2017 - Current | 6 |
Etf Model Solutions, LLC | Appleton, WI | Dec 2017 - Current | 6 |
Vision Wealth Partners | Green Bay, WI | Sep 2013 - Nov 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- WI
-
Total Assets Under Management354MILLIONS
-
Total Number of Accounts2,076ACCOUNTS
-
Average Account Value$170,745
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, IL, SC, TX, WI
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