About Us
Wellencourt Wealth Management, LLC is an investment firm based in Wayzata, Minnesota. Our firm offers a diverse and dynamic approach, providing clients with optionality that cater 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 don’t hesitate to contact us via phone or email using the information at the bottom of this page.
The Wellencourt Team
Shane Segner, MBA, MS
Shane Segner is the Founder and current Wealth Manager of Wellencourt Wealth Management, LLC. He is responsible for overseeing both the management of client assets as well as 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 Gradient Advisors, 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.
Shane Segner offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Wellencourt Wealth Management, LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC.
Wellencourt Wealth Management, LLC, Shane Segner, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Shane Segner, and our editorial staff.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Shane Segner, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Address
1291 Briar Street
Wayzata, MN 55391
Phone
(952) 693-8145
shane@wellencourt.com