Jerry Wackerhagen

With over 40 years of experience in change management, Jerry has over 20 of those years in the financial services industry. He has led integrations of strategic plans using technology in support of a firm’s business needs.

His teams created the “Single Pane of Glass” for Advisors to have one digital place to view client information and to initiate brokerage transactions, bank account openings, insurance applications, and then create and deliver financial plans for Registered Reps, the Broker Dealer groups, Banks and Insurance Agencies. Jerry managed all back-office operations and technology at First Command Financial Services. He adds value in managing change and mitigating risks by effectively harmonizing people, processes, and technology and transforming firms into client obsessive cultures. Jerry holds a Chartered Leadership Fellow (CLF®) designation from the American College of Financial Services.