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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:
- Wealth Management Analyst at Morgan Stanley1
- 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
Sep 1 · advisor.morganstanley.com
Financial Wellness | David Runyon | Birmingham, MI - Morgan Stanley
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Location
Greater Los Angeles Area
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
Florian Krisch
Funds & ETPs | Bloomberg LP | HEC Paris MBA | WU Vienna
Mariusz Gawronski
Meaghan Pattani
WW Education Strategy at Apple | Ex-Khan Academy | Educational Leader
Mutual Connections
See who you know in common with Andrew