HW
HW

Hunter Donna Klus Wedel

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Atlatl Advisers
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
March 2021 - October 2022 · 1 yr 7 mos
Edward JonesBroker
February 2021 - October 2022 · 1 yr 8 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.