Rhonda Wagner, financial advisor Lone Tree CO
93 score

Rhonda Wagner

CRD Number: 4546892
Current Firm: Ameriprise Financial Services, Inc.

Rhonda Wagner (CRD# 4546892) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Lone Tree, CO Oct 2011 - Current 5
Morgan Stanley Smith Barney Centennial, CO Jun 2009 - Oct 2011 2
Morgan Stanley & Company, Incorporated Centennial, CO Apr 2007 - Oct 2011 4
Morgan Stanley Dw Inc. Centennial, CO May 2002 - Apr 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Rhonda Wagner
Phone Number: 612-671-3131
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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