Shane Segner
Wellencourt Wealth Management · Wayzata, Minnesota
Shane Segner is a fee-only financial advisor at Wellencourt Wealth Management in Wayzata, Minnesota. Wellencourt Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wellencourt Wealth Management |
|---|---|
| Based in | Wayzata, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.2M across 10 accounts |
| SEC registration | Investment adviser representative in MN · CRD 7577736 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wellencourt.com |
How Shane's firm compares
- Wellencourt Wealth Management's average account is about $117,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Shane
Is Shane Segner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Wellencourt Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane's firm, Wellencourt Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Shane Segner based?
Shane Segner is based in Wayzata, Minnesota.
Is Shane Segner registered with the SEC?
Yes. Shane Segner is registered as an investment adviser representative in MN (CRD 7577736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wellencourt Wealth Management manage?
Wellencourt Wealth Management reports $1.2M across 10 accounts in assets under management.
How do I contact Shane Segner?
Through Shane's website, www.wellencourt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayzata
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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