Brian Wagener (CRD# 7026106) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Focus Financial | Minneapolis, MN | Jan 2020 - Current | 4 |
| Osaic Wealth, Inc. | Jersey City, NJ | Jul 2019 - Current | 4 |
| Focus Financial | Waconia, MN | Aug 2018 - Current | 5 |
| Frank And Andreas Pizza | Minneapolis, MN | Aug 2016 - Aug 2018 | 2 |
| Student | Minneapolis, MN | Jun 2014 - Aug 2016 | 2 |
| Island View Golf Club | Waconia, MN | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- MN
-
Total Assets Under Management5,386MILLIONS
-
Total Number of Accounts25,365ACCOUNTS
-
Average Account Value$212,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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