Camrie Wagner (CRD# 7138766) is an Investment Advisor Representative working at Life Planning Partners, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry. Camrie 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Life Planning Partners | Jacksonville, FL | Jun 2021 - Current | 2 |
| Cgn Advisors | Manhattan, KS | Jan 2020 - May 2021 | 1 |
| Kansas State University | Manhattan, KS | Aug 2018 - May 2021 | 2 |
| Kansas State University Department Of Facilities | Manhattan, KS | Aug 2019 - Dec 2019 | < 1 |
| Miller Financial Group | Emporia, KS | Jun 2019 - Jul 2019 | < 1 |
| Burlington Recreation Commission | Burlington, KS | Jun 2015 - Feb 2019 | 3 |
| Citizens State Bank | New Strawn, KS | Jun 2015 - May 2018 | 2 |
| Burlington Usd #244 | Burlington, KS | Aug 2006 - May 2018 | 11 |
- FL
-
Total Assets Under Management274MILLIONS
-
Total Number of Accounts536ACCOUNTS
-
Average Account Value$510,812
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, TX
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