Ross Allen Wegner
Investment adviser representative at Lifestyle Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$571.2MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lifestyle Asset Management, Inc.Jan 2023 to now
- Cetera AdvisorsSep 2022 to now
- Lifestyle Financial AdvisorsMay 2021 to Jan 2023
- First Allied Securities, Inc.May 2021 to Sep 2022
- AIGApr 2018 to May 2021
- Texas A&mAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifestyle Asset Management, Inc.
$571.2MAssets managed
928Clients
16Advisers
7 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
- 7004489
- Firm CRD
- 157450