Brian Wagener, financial advisor Minneapolis MN

Brian Wagener

CRD Number: 7026106
Current Firm: Focus Financial

Brian Wagener (CRD# 7026106) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Focus Financial Minneapolis, MN Jan 2020 - Current 2
Royal Alliance Associates, Inc. Jersey City, NJ Jul 2019 - Current 3
Focus Financial Waconia, MN Aug 2018 - Current 4
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
Contact Info for Brian J. Wagener
Phone Number: 651-631-8166
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    5,085
    MILLIONS
  • Total Number of Accounts
    25,116
    ACCOUNTS
  • Average Account Value
    $202,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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