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James C. Wangerin, CPA/PFS
JAMES C WANGERIN, CPA/PFS is a state-registered investment adviser in DEER LODGE, MT. The firm manages approximately $5 million in regulatory assets, $2...
Overview
JAMES C WANGERIN, CPA/PFS is a state-registered investment adviser in DEER LODGE, MT. The firm manages approximately $5 million in regulatory assets, $2 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
James C. Wangerin
Principal, CPA/PFS
Frequently asked questions
What is the Personal Financial Specialist designation?
The PFS credential, issued by the American Institute of CPAs, is available only to active CPA license holders who complete additional coursework in areas such as retirement planning, investment management, estate planning, and insurance, pass a comprehensive exam, and document financial-planning experience. Fewer than 5,000 professionals hold the designation, according to the AICPA.
What investment stages or asset classes does the firm target?
Public records do not identify specific asset-class allocations or investment-stage preferences. The PFS designation's curriculum broadly encompasses equities, fixed income, real estate, insurance products, and retirement-account vehicles, all weighted heavily toward tax-efficient accumulation and distribution strategies for individuals and families rather than institutional-style alternatives.
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