Carrie Wagner, financial advisor Iowa City IA
90 score

Carrie Wagner

CRD Number: 5991326
Current Firm: Commonwealth Financial Network

Carrie Wagner (CRD# 5991326) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Feb 2014 - Current 2
Uiccu Iowa City, IA May 2011 - Current 5
Lpl Financial, LLC Iowa City, IA Nov 2011 - Feb 2014 2
First American Bank Iowa City, IA Nov 2005 - May 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Carrie L. Wagner
Phone Number: 781-736-0700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, 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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