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Advisors / Minnesota / Jackson
35yrs

Wade Wacker

Financial advisor at Wacker & Associates

Wade Wacker has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Jackson, Minnesota. After ten years at Invest Financial and three years at Nathan & Lewis Securities, Wade joined Wacker & Associates in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Wade holds the CFP® designation.

One of 5 advisors with offices in Jackson, and one of 5 fiduciaries.

Jackson, MN 56143CFP®Top advisor by experience in JacksonFiduciary advisor
Call the officeDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top advisor by experience in Jackson
Office208 Sherman Street, Jackson, MN 56143
How the firm is paid ?Percent of assets, Hourly, Performance fee
Typical client at the firm ?$556,960
Advisors at the firm3
States licensed ?2 states

Services through Wacker & Associates

Financial planningInvestment management for individuals and small businessesRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2013 – now
  2. 2003 – 2012
    Invest Financial CorporationPreviously
  3. 1999 – 2003
    Nathan & Lewis Securities, Inc.Previously

Questions to ask Wade

Tailored to Wade’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Wade

How do I contact Wade?

Call Wacker & Associates at (507) 847-3886 and ask for Wade Wacker. Wade works from the Jackson, MN office.

How long has Wade been a financial advisor?

Wade has been in the industry since 1991, about 35 years. Top advisor by experience in Jackson.

What licenses does Wade hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Wade a fiduciary?

Wade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Wade paid?

Wacker & Associates reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Wade for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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