Wigen Financial Services, LLC is a private Registered Investment Advisory company.
In May 2005, James founded Wigen Financial Services, LLC. His primary focus is on portfolio management, financial & retirement planning, and financial advisory & insurance services.
James manages investment portfolios & advises individuals, small to mid-size companies, and non-profit organizations on a variety of financial and business issues.
Prior to being the founder of Wigen Financial, James worked as a Portfolio Manager & Financial Advisor for two international investment firms.
From 2001 to 2005, James worked with Prudential Securities (merger with Wachovia Securities, now Wells Fargo Financial Advisors), and from 1996 to 2001, he was working with Merrill Lynch. While working with both Wachovia Securities and Merrill Lynch, James enjoyed dual responsibilities as a Financial Advisor and leader of the Professional Development Program.
James responsibilities as leader of the Professional Development Program included, recruiting, interviewing, training, and overseeing the daily operations of all financial advisors involved in the Professional Development Program. James was responsible for managing between 10-20 advisors, while still managing his own client investment accounts.
In addition to his experience in the financial services area, James has been involved in several start-up companies. James Philanthropic work includes Private Foundations and Non-Profit organizations. James has taught investment & real estate classes through continuing education at universities in CA, TX & FL since 1998. James attended the University of Minnesota where his focus was Management & Marketing.
Wigen Financial is committed to providing clients superior advice and financial services they will need throughout their lives. In addition, Wigen Financial is working everyday to try and establish relationships with other companies who offer the financial products our clients will need to get into and through retirement.
As Wigen Financial approaches their 13th anniversary, Wigen Financial is committed to providing clients superior advice and financial services they will need throughout their lives. Wigen Financial is working everyday to try and establish relationships with other companies who offer the financial products our clients will need to get into and through retirement.
Wigen Financial offers Annuity & Insurance products, Financial Planning & Investment Advisory services, and Private Portfolio Management. Wigen Financial’s clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC or Charles Schwab, Members NYSE, SIPC.
Wigen Financial provides a complete line of outstanding annuity, life, disability and long-term care insurance products. Wigen Financial offers these products through a strategic relationship with a life and health insurance agency representing some of the finest life and health insurance companies in the United States. Many of the mulit-billion dollar firms represented are more than 100 years old and all have A.M. Best ratings from A++ to A. Other areas of specialization include business planning, retirement planning, and personal planning.
Wigen Financial does not have account minimums, unlike many investment firms who do. Wigen Financial is interested in helping all investors, not only investors who have a minimum of $50,000 or $100,000 to invest.
Wigen Financial is always looking for independent financial advisors who would like to join our company and grow their advisory business without the bureaucracy of working under an international brokerage firm. Each independent financial advisor manages their business without Wigen Financial pressuring them to push certain products or investments to their clients.
All Wigen Financial advisors and advisors working with Wigen Financial through a DBA, work from the same platform, consisting of great business & technical support, and compliance oversight.
Wigen Financial encourages all of our advisors to objectively choose investments that best fit their clients financial concerns or goals, allowing our clients to feel they are being advised and not sold. The financial industry is full of financial sales people disguised as financial advisors or financial consultants.
Wigen Financial encourages all of our financial advisors to structure their fee structure with clients under the wrap fee programs, which the fee is a percentage of the assets the clients have with the advisor. When client accounts go up, the fee the advisor receives goes up, and if the clients account decreases, the advisors fee decreases too.
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