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 63, Series 66
Industry experience
33 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.
PKS investments
2023 - 2024 (1 year)
Wagner Wealth Management, Corp.
2023 - Present (3 years)
Wagner Wealth Management, Corp.
2010 - Present (16 years)
Wells Fargo Advisors Financial Network LLC
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 65
Conyngham, PA
Wagner Wealth Management, Corp.
CFP®, Series 63, Series 66
Conyngham, PA
Wagner Wealth Management, Corp.
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