Wade Wacker
Wacker & Associates · Jackson, Minnesota
Wade Wacker is a fee-only financial advisor at Wacker & Associates in Jackson, Minnesota, who holds the CFP credential. Wacker & Associates reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Wacker & Associates |
|---|---|
| Based in | Jackson, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $180.2M across 421 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 2145660 |
| Exams passed | Series 63 (1991) · Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
How Wade's firm compares
- Wacker & Associates's average account is about $428,000, from its Form ADV (assets managed divided by 421 accounts).
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Questions about Wade
Is Wade Wacker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade holds no broker registration, and Wacker & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wade charge for financial advice?
Wade's firm, Wacker & Associates, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Wade Wacker based?
Wade Wacker is based in Jackson, Minnesota.
What credentials does Wade Wacker hold?
Wade Wacker holds the CFP credential.
Is Wade Wacker registered with the SEC?
Yes. Wade Wacker is registered as an investment adviser representative in MN and TX (CRD 2145660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wacker & Associates manage?
Wacker & Associates reports $180.2M across 421 accounts in assets under management.
How do I contact Wade Wacker?
Contact details aren't on file yet. Search for Wacker & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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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