WACKER & ASSOCIATES, INC.

RIASEC RegisteredEst. 2025

Total AUM

$180M

Discretionary

$80.6M

45% of AUM

Avg account

$428K

Accounts

421

Employees

Advisory reps

Firm details

Headquarters: JACKSON, Minnesota
CRD number: 159879
Registered since: February 21, 2025
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Pension & Profit Sharing Plans40.17%
HNWI29.35%
Individuals23.82%
Charitable Organizations4.12%
Corporations / Businesses2.54%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wacker & Associates, Inc. is an independent, privately owned registered investment adviser (SEC-registered in 2025) serving both individuals and families as well as some institutional clients. The firm’s advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. Client billing includes a mix of percentage-of-AUM fees, hourly charges, and performance-based arrangements. The firm does not identify as an ESG-focused manager and reports affiliations with accounting professionals as part of its referral and service ecosystem.