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Wangard Investment Group

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Home
About us
- About our team
- The RBC difference
Business owner
- Owner-only 401(k) plans
- Business owner financial services
Wealth planning
Wealth management
Investments
Insights

Jeff Wangard, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager

262-420-1414 262-453-9983

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Jean Wangard, CFA®, MBA

Senior Business Associate

262-420-1415 262-453-9984

Email

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Wangard Investment Group

Phone: 262-420-1414

Jeff Wangard, CRPC®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 262-420-1414
Cell: 262-453-9983

Jean Wangard, CFA®, MBA

Senior Business Associate

Phone: 262-420-1415
Cell: 262-453-9984

Connor Jacoby

Registered Client Associate

Phone: 414-347-7696

Address

Milwaukee
833 E. Michigan Street, Suite 1100
Milwaukee, WI 53202
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