Jeffrey L. Wickmann

LIFESTAGE WEALTH MANAGEMENT

Northfield, MN 55433

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CRD#: 2116609

Professional summary

Jeffrey Lynn Wickmann, who also goes by Jeff Wickmann, is a registered financial advisor currently at LIFESTAGE WEALTH MANAGEMENT, INC. located in Northfield, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Wickmann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DBA: LIFE STAGE WEALTH MANAGEMENT INC. 15010 GLAZIER AVE. APPLE VALLEY, MN 55124. INVESTMENT ADVISORY & FINANCIAL PLANNING. RELATIONSHIP STARTED APPROX 1/1/97. 160 HOURS PER MONTH WITH FLEXABILITY TO WORK AROUND SECURITIES TRADING HOURS. RESPONSIBILITIES INCLUDE ANALYSIS AND PREPARATIONS OF PLANS AS WELL AS BUSINESS ADMINISTRATION. WICKMANN TAX SERVICE. SAME ADDRESS AS ABOVE. THIS BUSINESS IS NOT INVESTMENT RELATED. RELATIONSHIP STARTED IN 1981. REQUIRES APPROX 20 HOURS PER MONTH WITH FLEXABILITY TO WORK AROUND SECURITIES TRADING HOURS. DUTIES INCLUDE TAX PREP. FIXED INSURANCE SALES. SAME ADDRESS AS ABOVE. NOT INVESTMENT RELATED. LIFE, HEALTH, LTC & ANNUITY SALES. START DATE: 1/1991. APPROX. 2 HOURS PER MONTH SPENT WITH THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Wickmann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 14, 2014 - Present

LIFESTAGE WEALTH MANAGEMENT, INC.

Office #1: 199 Coon Rapids Blvd, Suite 101, Northfield, MN 55433

RIA

CRD#: 116143

Northfield, MN

Past

January 3, 2008 - August 4, 2015

FINTEGRA, LLC

CRD#: 16741

APPLE VALLEY, MN

Past

January 30, 2004 - December 31, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

APPLE VALLEY, MN

Past

November 21, 2001 - February 5, 2004

SANDERS MORRIS LLC

CRD#: 20580

HOUSTON, TX

Past

January 3, 1997 - November 21, 2001

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

March 13, 1991 - December 31, 1996

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 7, 1991 - March 5, 1991

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 7, 1991 - March 5, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/14/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/1997

General Securities Principal Examination

Current Firm

LIFESTAGE WEALTH MANAGEMENT, INC.

LIFESTAGE WEALTH MANAGEMENT, INC. | MILLER GREEN FINANCIAL ADVISORS, INC

CRD#: 116143 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/8/2002 Approved)

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Contact information

Main Address

199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433

Mailing Address

Phone number

(952) 431-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 50,012,370

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey L. Wickmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lynn Wickmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINTEGRA, LLC

QUESTAR CAPITAL CORPORATION

SANDERS MORRIS LLC

IFG NETWORK SECURITIES, INC.

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/1999

Series 63

Date: 12/20/1990

SIE

Date: 8/4/2015

Series 7

Date: 1/3/1991

Series 24

Date: 9/12/1997

Current Firm

LIFESTAGE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFESTAGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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