Kurt Wagner, financial advisor Chicago IL
90 score

Kurt Wagner

CRD Number: 4614048
Current Firm: Loomis, Sayles & Company, LP

Kurt Wagner (CRD# 4614048) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Chicago, IL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Loomis, Sayles & Company, LP Chicago, IL Feb 1994 - Current 23

Kurt Wagner has no recent exams reported.
Contact Info for Kurt L. Wagner
Phone Number: 617-482-2450
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    217,714
    MILLIONS
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $223,525,225
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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