Find an Expert

Find an Expert

Find an Expert

Find an Expert

Jeff Wangard

Jeff W. Wangard, CRPC®

Senior Vice President

Wintrust Investments

Jeff Wangard is an experienced Financial Advisor with the Wangard Team of Wintrust Wealth Management. He has over 35 years of diverse investment industry experience including portfolio management and institutional investment management consulting. The Wangard Team provides the full range of investment and retirement plan services to institutional clients, municipalities, small businesses, pensions, high net worth clients, and family offices. Prior to joining Wintrust, Jeff was President of Wangard Investment Management of Wells Fargo Financial Network, and was an officer and Senior Vice President at Wachovia Securities. 

The professionals of the Wangard Team provide a tailored approach, coordinating with clients and their legal and accounting teams to customize investment advisory services to help clients achieve successful long term outcomes. They work not only with clients in the metro Milwaukee and Madison areas, but also throughout the country. 

Jeff graduated from the University of Wisconsin-Madison with a Bachelor of Science degree in Economics and has earned the Chartered Retirement Planning Counselor (CRPCr) designation. Jeff has three children and enjoys staying active by playing soccer along with tennis, boating, and kayaking. 


 

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Call us at 262-754-5585 or:

Serving Clients At:

Town Bank - Delafield

400 Genesee St.

Delafield, WI 53018

Jeff W. Wangard, CRPC® also serves clients by appointment at the following locations: