Jeffrey Wangard, CRPC

Jeffrey Wangard, CRPC


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Phone: 262-754-5585
Fax: 262-754-5584

Wangard Investment Management is under the direction of Jeff Wangard, who has twenty-five years of experience managing institutional and high net worth fixed income and equity portfolios. His experience also spans the world of diversified financial services including private stock transactions and underwriting, corporate and personal lending, family office strategies, and portfolio hedging. Jeff is a Certified Retirement Plan Consultant and holds a wide range of investment professional certifications, securities registrations and insurance licenses.

Speaker – National Indian Gaming Association
Speaker – Public Pension Forum


Education and Affiliations

  • Investment Management Consultants Assocations
  • University of Wisconsin-Madison, BS in Economics 
  • Fundraising Soccer Board Member 
  • Speaker – Native American Finance Officers Association