RETIREMENT VISIONS

CONNECT

Address:

105 Falls Court ,Suite 400
Boerne, TX 78006

Phone:

830-816-3434

James Wengler

James Wengler

Portfolio Analyst*

Jim Wengler graduated from Southwest Texas State University with a Bachelor of Science degree in Mathematics.  After college, he spent the next ten years working in the insurance industry where he performed statistical and actuarial workups.  In 1982, Jim entered the next leg of his Financial Services career where he was Vice President in Charge of Deposits and branches for Alamo Savings Bank in San Antonio, TX. In 1992, Jim joined the investment brokerage firm of Sentra/Spellman out of San Diego, CA. and acquired his securities licenses Series 7, 63 and 23, where he built a reputation for his client service and attention to detail.  When Sentra/Spellman was purchased by Advisor Group in 2006, Jim joined Holt Financial Group as a member of their branch servicing his clients and developing investment strategies and portfolios for them.

In December of 2015, after 30 years in the financial industry, Jim decided to retire as an active advisor for his own accounts.  Since he had a long relationship with Holt Financial Group, LLC he now utilizes his many years of experience to assist financial advisors with portfolio construction, design and oversight.  Jim brings a vast amount of knowledge and experience where it counts to help our clients with money management.

Jim has been married to his fabulous wife, Cheryl, for 36 years.  They have two wonderful adult married children and three just as wonderful grandchildren.

 

*James Wengler is a Registered Assistant of SagePoint Financial, Inc.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck