Advisor at Wagner Wealth Management, Corp.
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
Wagner Wealth Management, Corp.
Location
Conyngham, PA 18219
Credentials
Series 65
Industry experience
2 years
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
Insurance commissions earned by affiliated insurance agent (Kyle Wagner) separate from advisory fees.
Account minimum: No minimum stated; however, the firm may terminate accounts deemed too small to manage effectively at its sole discretion. Fee-only: Wealth management fees based solely on asset-based fee schedule; no commissions for advisory services.
Wagner Wealth Management
2025 - Present (1 year)
Evergreen Wealth Solutions
2023 - 2025 (2 years)
Geisinger Medical Center
2020 - 2024 (4 years)
UPMC
2019 - 2020 (1 year)
T.R. Hoffman
2016 - 2019 (3 years)
Lock Haven University
2014 - 2019 (5 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.
Series 66
Mountain Top, PA
Merrill
Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.
Series 63, Series 65, Series 66
Hazle Township, PA
Edward Jones
Series 63, Series 66
Hazleton, PA
Edward Jones
Series 63, Series 66
Hazle Township, PA
Edward Jones
Series 63, Series 65
Hazleton, PA
GFS Financial Advisors, LLC
Series 66
Ringtown, PA
Omsai Com LLC
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