John Weninger
Consultant / Adviseur bij Endowment Wealth Management, Inc.
Profiel
John is a Senior Wealth Advisor within the Family Wealth Management area of the Company.
He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs.
John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e.
attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.
John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners.
He was the founder of Vision Wealth Partners, a Wisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011.
His writing has been featured on CNBC, Yahoo! Finance, U.S.
News and MyCompanyRetirementPlan.com.
John received his Bachelor’s Degree from St. Norbert College majoring in Finance and was a Dean’s List student.
He earned his Certified Financial Planner (CFP®) designation in 2017.
Actieve functies van John Weninger
| Bedrijven | Functie | Begin |
|---|---|---|
Endowment Wealth Management, Inc.
 Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Consultant / Adviseur | 01-12-2017 |
Eerdere bekende functies van John Weninger
| Bedrijven | Functie | Einde |
|---|---|---|
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Consultant / Adviseur | 01-09-2013 |
Opleiding van John Weninger
| St. Norbert College, Inc. | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Finance |
Voya Investment Management LLC
Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Finance |
