Advisor at Connective Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Connective Wealth Partners, LLC
Location
Portland, OR
Credentials
Series 65
Industry experience
1 year
Jill Wagner is a financial advisor with Connective Wealth Partners, LLC in Portland, OR, holding a Series 65 credential and one year of industry experience. Prior to joining Connective Wealth Partners, she worked at The Financial Gym, Inc. and mortgage brokerages including Value Added Mortgage and Mortgage Trust. Outside of her advisory role, Jill is a licensed real estate agent with Wholehearted Homes and operates a life coaching business, Goals Realized Coaching. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach and offers a range of planning services and portfolio management using ETFs, equities, bonds, and alternative investments.
Based on Connective Wealth Partners, LLC
Based on Connective Wealth Partners, LLC
Up to $25,000 per engagement for stand-alone financial planning services.
$0+: 0.50% annually +: up to 2.00% annually
Up to $175 per hour for financial planning services.
Ongoing financial planning fee ranging up to $175 per month.
Portland, OR
Oregon
Connective Wealth Partners, LLC
2025 - Present (1 year)
Value Added Mortgage
2025 - Present (1 year)
FG Advisory Services, LLC
2025 - 2025 (1 year)
The Financial Gym, Inc.
2023 - 2025 (2 years)
Mortgage Trust
2023 - 2024 (1 year)
Zurich International School
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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