<#-- Rebranding: Header Logo--> <#-- Rebranding: Footer Logo-->

John Weninger

CFP®
Personal Finance, Retirement, Investing
82%
Helpful
9
Answers
0
Articles
1
Followers
“John Weninger has been helping families, executives and small businesses with financial planning and investments since 2011. Endowment Wealth Management, Inc manages over $150M. John advises clients as a trusted Certified Financial Planner.”
Firm:

Endowment Wealth Management, Inc

Job Title:

Wealth Advisor

Biography:

John is a 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. He earned his Certified Financial Planner (CFP®) in 2017.

Education:

BBA, Finance, St. Norbert College

Assets Under Management:

$150 million

CRD Number:

5869009

All Answers
Sort By:
Most Helpful
    Debt, Real Estate
I have poor credit; is it possible for me to use my house (which is paid off) to help me get approved for a loan?
50% of people found this answer helpful

Why are you looking to go into debt? Generally speaking, for most individuals, going into debt is not condusive to building wealth. If you have your home paid off you should have great monthly cash-flow available to save up quickly for purchases or investments. Best of luck!

January 2019
    Debt, IRAs
Is there a suggested percentage allotment to put toward your IRA while paying down credit card and student loan debt?
0% of people found this answer helpful
January 2019
    Retirement, IRAs, Taxes
Should I use my Roth IRA principal to fund more Roth IRA conversions over the next 7 years to take advantage of the lower conversion rates that will be in place?
April 2018
    Financial Planning, Retirement, 401(k), Choosing an Advisor, IRAs
Which type of financial advisor should I consult to determine the optimal drawdown strategy to minimize taxes in retirement?
50% of people found this answer helpful
April 2018
    IRAs, Taxes, Tax Deductions / Credits
Does the new tax law require you to wait until the following year to recharacterize a Roth IRA conversion, eliminating the option to recharacterize in the same year?
April 2018