About James Wigen

In May 2005, James founded Wigen Financial Services, LLC.  His primary focus is on private portfolio management, financial & retirement planning, financial advisory, insurance & credit  services.  Currently investment advisory services offered through Independent Financial Partners, IFP, a Registered Investment Advisor.  Wigen Financial Services, LLC, is not owned or controlled by IFP. 

Wigen Financial Services LLC, offers Custodial Services at firms including Fidelity Investments, Charles Schwab & TD Ameritrade for client assets.

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 Services, LLC, James worked as a Portfolio Manager & Financial Advisor for two international investment firms.

1996 to 2000 –  James was working with Merrill Lynch:

2000 to 2005 –  James worked with Prudential Securities (later merged with Wachovia Securities in 2005, now Wells Fargo Financial Advisors after Wachovia Corporation closed during Credit Crises in 2008). 

While working with both Prudential Securities / Wachovia Securities & 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.

James recently hosted a National Syndicated Radio Show called, “The James Wigen Show”.

In addition to his experience in the financial services and insurance area,  James Philanthropic work includes Private Foundations and Non-Profit organizations.  James has taught non-credit investment / retirement planning classes through continuing education and Osher Lifelong Learning Institute or OLLI, at universities and community colleges in AZ, CA, FL, MN & TX  starting in 1998.  Currently, he is offering new classes in AZ & CA. 

James attended the University of Minnesota where his focus was Management & Marketing.