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Andrew Wegner

Financial Consultant

Andrew Wegner is a financial professional with a diverse background in wealth management and investment analysis. He holds the Chartered Financial Analyst (CFA®) designation and graduated from the University of Nebraska-Lincoln with a bachelor's degree in Finance and Investments.1

As of June 2022, Andrew started a new position as an Investment Research Analyst at WealthPlan Group.3 Prior to this, he worked as a Financial Consultant at Runyon Investment, LLC, where he likely provided strategic financial advice to clients.

Andrew's career has also included roles such as:

  1. Wealth Management Analyst at Morgan Stanley1
  2. Investment Analyst (specific company not mentioned)

His LinkedIn profile username is andrewjwegner, as mentioned in the query. Andrew appears to be based in Los Angeles, California, United States.2

Highlights

Feb 5 · forbes.com
Forbes 2025 Best-In-State Wealth Management Teams List
Jan 6 · nerdwallet.com
How Much Does a Financial Advisor Cost in 2025? - NerdWallet
Financial Wellness | David Runyon | Birmingham, MI - Morgan Stanley

Related Questions

What are Andrew Wegner's main responsibilities at Runyon Investment, LLC?
How long has Andrew Wegner been working at Runyon Investment, LLC?
What specific services does Runyon Investment, LLC offer?
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What is Andrew Wegner's educational background?
Andrew Wegner
Andrew Wegner, photo 1
Andrew Wegner, photo 2
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Location

Greater Los Angeles Area