Shane S. Segner

WELLENCOURT WEALTH MANAGEMENT LLC

WAYZATA, MN

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CRD#: 7577736

Professional summary

Shane Samuel Seth Segner, who also goes by Shane S Segner, is a registered financial advisor currently at WELLENCOURT WEALTH MANAGEMENT LLC located in Wayzata, Minnesota.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Shane has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane S Segner

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.

1. Lockheed Martin; Not investment related; 5600 Sand Lake Rd, Orlando, FL 32819; Aerospace & Engineering; Engineer; Start date 01/2014, 160 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Samuel Seth Segner'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

July 18, 2025 - Present

WELLENCOURT WEALTH MANAGEMENT LLC

RIA

CRD#: 337369

WAYZATA, MN

Past

July 20, 2022 - July 29, 2025

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Wayzata, 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
(7/18/2025)

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: 4/15/2022

Uniform Investment Adviser Law Examination

Current Firm

WELLENCOURT WEALTH MANAGEMENT LLC

CRD#: 337369 / SEC#:

Minnesota

Registered Investment Advisory firm - (7/18/2025 Approved)

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Contact information

Main Address

Wayzata, MN

Mailing Address

Phone number

(612) 314-5120

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 1,330,000

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.

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Shane S. Segner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Samuel Seth Segner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLENCOURT WEALTH MANAGEMENT LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2022

Current Firm

WELLENCOURT WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WELLENCOURT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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