Richard Wagner, financial advisor Phoenix AZ
90 score

Richard Wagner

CRD Number: 6127326
Current Firm: Ironwood Wealth Management, LLC

Richard Wagner (CRD# 6127326) is an Investment Advisor Representative working at Ironwood Wealth Management, LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ironwood Wealth Management, LLC Phoenix, AZ May 2015 - Current 1
Ironwood Financial LLC Tucson, AZ Jun 2013 - May 2015 1
Next Financial Group Inc. Tucson, AZ Jun 2013 - Aug 2014 1
University Of Phoenix Phoenix, AZ Jul 2010 - Jun 2013 2
Hancock Elementary Chandler, AZ Jul 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Richard E. Wagner
Phone Number: 480-776-5960
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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

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