Melissa Wagner, financial advisor Lutz FL

Melissa Wagner

CRD Number: 4961955
Current Firm: Dmk Advisor Group, Inc.

Melissa Wagner (CRD# 4961955) is an Investment Advisor Representative working at Dmk Advisor Group, Inc. in Lutz, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dmk Advisors (formerly Stephen A. Kohn & Associates, Ltd.) Englewood, CO May 2014 - Current 9
Aveo Capital Partners, LLC Greenwood Village, CO May 2014 - Current 9
Axa Advisors, LLC New York, NY May 2005 - Apr 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Melissa A. Wagner
Phone Number: 813-996-6100
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $133,797
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
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, KS, LA, MD, MI, MN, MO, NE, NH, NY, OH, OR, PR, SC, SD, TN, TX, UT, WA

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