JIM R. WIGEN
CEO/CCO/CIO
WHI Financial Services, LLC
In May 2005, Jim founded WHI Financial Services, LLC, WHIFinancial.com, a Registered Investment Advisory firm. His primary focus is on portfolio management and financial advisory services. Jim advises individuals, small to mid-size companies, and non-profit organizations.
Prior to being the founder of WHI Financial Services, LLC, Jim worked as a Portfolio Manager & Financial Advisor for two international investment firms. From 2001 to 2005, Jim worked with Prudential Securities (merger with Wachovia Securities, now Wells Fargo Financial Advisors), and from 1996 to 2001, he was working with Merrill Lynch. While working with both Wachovia Securities and Merrill Lynch, Jim enjoyed dual responsibilities as a Financial Advisor and leader of the Professional Development Program.
Jim’s responsibilities as leader of the Professional Development Program included, recruiting, interviewing, training, and overseeing the daily operations of all financial advisors involved in the Professional Development Program. Jim was responsible for managing between 10-20 advisors, while still managing his own client investment accounts.
In addition to his experience in the financial services area, Jim has been involved in several start-up companies. Jim recently established WHI Credit Repair, WHI Insurance, WHI Mortgages and a holding company, Wigen Holdings, Inc. In addition, Jim was involved in creating several Internet companies including: NetworkingFree.com, Postage2go.com & Stampstickers.com.
Jim’s Philanthropic work includes serving as President/Treasurer of the David L. Morrow Foundation, a private foundation established to provide non-profit organizations financial assistance, and Chairman/President of the Believe In Your Dreams Foundation. In 2007, Jim established the Believe In Your Dreams Foundation, BelieveInYourDreams.org, to help individuals who are suffering from life-altering circumstances beyond their control. Jim has taught investment & real estate classes through continuing education at universities in AZ, CA & TX since 1998. Jim attended the University of Minnesota where his focus was Management & Marketing.
Jim has recently wrote two books, one called “Your Financial Lifecycle” a book which describes several key investment topics everyone will face throughout their life, and a book titled, “The Truth about Your Credit Score”, which defines how credit scores are calculated and how you can increase your credit score, including templates which you can use to send to creditors.
Jim’s books can be purchased on Postage2go.com.