Steven Wagner, financial advisor Oakbrook Terrace IL
93 score

Steven Wagner

CRD Number: 5302104
Current Firm: Harvest Investment Services, LLC

Steven Wagner (CRD# 5302104) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Investment Services, LLC Oakbrook Terrace, IL Feb 2012 - Current 4
Proequities, Inc. Hinsdale, IL Jul 2010 - Current 6
Realvest Financial Corp Hinsdale, IL Jan 2010 - Current 6
Remax Action Oak Brook, IL Feb 2006 - Current 10
Sustaining Investments, LLC Hinsdale, IL Feb 2004 - Current 12
Sigma Financial Corp Ann Arbor, MI Jun 2007 - Jul 2010 3
Spc Ann Arbor, MI Jun 2007 - Jul 2010 3
Waddell & Reed Inc. Oakbrook, IL Mar 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Steven S. Wagner
Phone Number: (630) 613-9230
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $101,732
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)
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, IN, LA, MI, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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