Rebecca A Wiegand
Investment adviser representative at Isthmus Partners, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Isthmus Partners, LLCDec 2020 to now
- Thrivent Investment Management IncOct 2020 to Dec 2020
- Timothy Saeger - Thrivent FinancialOct 2020 to Dec 2020
- Kohler Sports CoreSep 2019 to Oct 2020
- HomemakerJul 2019 to Sep 2019
- Holy Family CollegeMar 2019 to Jul 2019
- Robert W. BairdJun 2005 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (WI).
Isthmus Partners, LLC
$1.4BAssets managed
381Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4977515
- Firm CRD
- 171279