Richard Wagner (CRD# 4575603) is an Investment Advisor Representative working at Interwise in Holladay, UT and has over 21 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chauner Securities Inc. | Northbrook, IL | Sep 2023 - Current | < 1 |
| Interwise Tax, LLC | Holladay, UT | Jan 2023 - Current | 1 |
| Valued Wealth Advisors, LLC | Holladay, UT | Oct 2021 - Current | 2 |
| Balanced Advisors, Inc. | Salt Lake City, UT | Oct 2003 - Current | 20 |
| Independent Financial Group, LLC | San Diego, CA | Oct 2010 - Jul 2023 | 12 |
| Vonderharr Wagner Associates, LLC | Salt Lake City, UT | Sep 2006 - Jan 2023 | 16 |
| Security National Mortgage | Sal Lake City, UT | Aug 2011 - Dec 2015 | 4 |
| Vwa Benefits, LLC | Salt Lake City, UT | Oct 2003 - Dec 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
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Total Assets Under Management230MILLIONS
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Total Number of Accounts936ACCOUNTS
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Average Account Value$246,023
- 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, CA, ID, NE, TX, UT, WA
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