Brian WagenerCRD 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.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|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|
Total Assets Under Management5,085MILLIONS
Total Number of Accounts25,116ACCOUNTS
Average Account Value$202,448
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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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