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Jan Wygle

Investment Advisor/Financial Planner at Janet C. Wygle - Financial Advisor
Intro Book
Jan Wygle is a seasoned financial advisor with 18 years of experience, offering estate administration, litigation, and wealth management services, holding a Registered Investment Advisor certification.
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Location
Hailey, Idaho, United States, US
Skills
  • Estate Administration
  • Estate Planning
  • Litigation
  • Pensions
  • Estate Tax Planning
  • Show all
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Bio

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Jan Wygle is a seasoned financial expert with 18 years of experience as an Investment Advisor/Financial Planner at Janet C. Wygle - Financial Advisor. A Registered Investment Advisor (Series 65) and Juris Doctor (J.D.) holder, Jan has a strong background in estate administration, litigation, pensions, and wealth management services. Her expertise spans family law, insurance, retirement planning, and financial planning, with a focus on creating tailored plans for clients' college educations, retirement, and investment goals.

Experience

  • Janet C. Wygle - Financial Advisor
    • Investment Advisor/Financial Planner
  • Janet C. Wygle - Financial Advisor
    • Hailey, Idaho
    • Investment Advisor/Financial Planner
      • Sep 2005 - Present
      • Hailey, Idaho

      I work with clients to create financial plans for college educations, retirement, investment, or other financial goals. I make investment recommendations. I do not manage any client's funds, nor do I accept trading authority in any client's account.

  • Luboviski, Wygle, Fallowfield Ritzau, P.A.
    • Ketchum, Idaho
    • Retired Partner
      • Apr 1978 - Dec 2016
      • Ketchum, Idaho

      Construction, Contract, and Domestic Relations Litigation, Estate Planning, Wills and Trusts, Probate and Non-Probate Tranfers, Contracts and Real Estate transactions

  • Heavey & Woody Law Firm
    • Seattle, WA
    • Associate
      • 1976 - 1978
      • Seattle, WA

      Associate with law firm. Handled general civil and criminal matters and litigation. Represented King County Employees Union, small businesses, and individuals.

Education

  • 2005 - 2005
    Independent Study
  • 1973 - 1976
    University of Colorado Boulder
  • 1969 - 1972
    University of Washington

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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