Greg Wagner, financial advisor Cross Plains WI
93 score

Greg Wagner

CRD Number: 1334102
Current Firm: Harbour Investments, Inc.

Greg Wagner (CRD# 1334102) is an Investment Advisor Representative working at Harbour Investments, Inc. in Cross Plains, WI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments Inc. Madison, WI Sep 2010 - Current 6
Wagner Insurance & Financial Inc. Cross Plains, WI Jan 1985 - Current 31
Woodbury Financial Services Inc. Woodbury, MN Nov 1999 - Sep 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Greg R. Wagner
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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