About Us
Wellencourt Wealth Management, LLC is an investment firm based in Wayzata, Minnesota. Our firm offers a traditional approach to investing. We provide clients with investment optionality that caters to their specific needs. Our distinguishing feature is our commitment to you, offering our clients investment transparency and unparalleled customer service, setting us apart from larger firms.
Why Wellencourt?
At Wellencourt, our focus and attention are 100% dedicated to our clients. When you call us, you’ll connect directly with a person, not an automated system. We take immense pride in our commitment to personalized services and the extensive research we conduct to serve our clients effectively. Our competitive fees accompany customized investment portfolios tailored to each client's unique circumstances, setting us apart from larger firms. To discover more, please contact us at 612-314-5120 or shane@wellencourt.com.
The Wellencourt Team
Shane Segner, MBA, MS
Shane Segner is the current Wealth Manager of Wellencourt Wealth Management, LLC. He is responsible for overseeing both the management of client assets and the overall direction of the firm. Shane began his career working in the Aerospace and Defense Industry in 2013 where he held roles in Production Operations, Systems Engineering, and Software Engineering. He holds a Bachelor's Degree in Operations Management from the University of Wisconsin – Eau Claire, a Master's Degree in Industrial and Systems Engineering from the University of Florida, and a Master's of Business Administration (MBA) with a focus in Finance from the University of Florida. Additionally, he holds a Series 65 license and is registered as an Investment Advisor Representative with Wellencourt Wealth Management, LLC.
Michael Theriot, MS
Michael Theriot is the Director of Software and Data Engineering at Wellencourt Wealth Management, LLC. He oversees the development and implementation of Wellencourt's Software Tools, which facilitates the company’s research efforts. Michael began his career as a Software Engineer in the private sector in 2016, working in a variety of industries including Aerospace and Defense, Telecommunications, and Technology. He holds a Bachelor's Degree in Software Engineering from the University of Texas – Arlington, as well as a Master's Degree in Computer Science from the Georgia Institute of Technology.
Wellencourt Wealth Management LLC (“Wellencourt”) is a registered investment adviser offering advisory services in the State(s) of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Wellencourt in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wellencourt, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Address
1291 Briar Street
Wayzata, MN 55391
Phone
(612) 314-5120
shane@wellencourt.com