Richard WagnerCRD 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 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Ironwood Wealth Management, LLC||Phoenix, AZ||May 2015 - Current||2|
|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|
Total Assets Under Management211MILLIONS
Total Number of Accounts1,434ACCOUNTS
Average Account Value$147,211
- 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
- Educational seminars/workshops
AZ, CA, IL, MA, MI, NH, TX, WA