Investment adviser · CRD 159879
WACKER & ASSOCIATES, INC.
Investment adviser filing (IA)
JACKSON, MN, United States · Form ADV filed Apr 13, 2026
- Regulatory AUM
- $180M Form ADV · Item 5.F
- Client accounts
- 421 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 4 | $72,386,471 | 40.2% |
| High-net-worth individuals | 39 | $52,883,912 | 29.4% |
| Individuals | 133 | $42,913,169 | 23.8% |
| Charities | 3 | $7,422,382 | 4.1% |
| Corporations & businesses | 4 | $4,575,200 | 2.5% |
Filing source
Form ADV 2093562 · Apr 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
208 SHERMAN STREETJACKSON, MN, 56143, United States
CRD 159879
Filing source
Form ADV 2093562 · Apr 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.