Andrew Wagner, financial advisor Highlands Ranch CO

Andrew Wagner

CRD Number: 6320778
Current Firm: Quotient Wealth Partners, LLC

Andrew Wagner (CRD# 6320778) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry. Andrew Wagner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quotient Wealth Partners, LLC Highlands Ranch, CO Sep 2023 - Current < 1
Goldman Sachs Personal Financial Management Highlands Ranch, CO Jan 2018 - Aug 2023 5
Personal Capital Denver, CO Apr 2014 - Dec 2017 3

Andrew Wagner has no recent exams reported.
Contact Info for Andrew T. Wagner
Phone Number: (972) 807-0003
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,001
    MILLIONS
  • Total Number of Accounts
    6,105
    ACCOUNTS
  • Average Account Value
    $491,493
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, MA, NC, NJ, NY, OK, SC, TX, WA

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