Wagner Bowman Management Corp

Wagner Bowman Management Corp (CRD# 105289) is a financial advisory firm headquartered in Baltimore, MD. They manage $457,501,000 in 401 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    458
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $1,140,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, MD, NC, NH, NJ, NY, OH, OR, PA, TX, VA

Financial Advisors at Wagner Bowman Management Corp
Showing 1 - 10 of 10 top financial advisors.
1
Gregory A. Bitz
CRD#: 2807121
1777 Reisterstown Road, Suite 295-B, Baltimore, MD 21208
101
Wealthminder
score
Gregory Bitz (CRD# 2807121) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Chevy Chase, MD and has over 19 years of experience in the finance industry. Gregory Bitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Benjamin M. Waller
CRD#: 5704581
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
98
Wealthminder
score

Benjamin Waller, CFA, CFP® (CRD# 5704581) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 7 years of experience in the finance industry.

3
John R. Ciccarone
CRD#: 2226416
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
93
Wealthminder
score

John Ciccarone (CRD# 2226416) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 25 years of experience in the finance industry.

4
Theresa E. Fine
CRD#: 3206464
1838 Greene Tree Road, Suite 280, Baltimore, MD 21208
93
Wealthminder
score

Theresa Fine (CRD# 3206464) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 18 years of experience in the finance industry.

5
Marc J. Hertzberg
CRD#: 3180785
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
93
Wealthminder
score

Marc Hertzberg (CRD# 3180785) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 18 years of experience in the finance industry.

6
Carol N. Sullivan
CRD#: 1666200
1777 Reisterstown Rd Ste 295, Baltimore, MD 21208
93
Wealthminder
score

Carol Sullivan (CRD# 1666200) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 17 years of experience in the finance industry.

7
Daniel E. Wagner
CRD#: 2141923
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
93
Wealthminder
score

Daniel Wagner (CRD# 2141923) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 26 years of experience in the finance industry.

8
Jules R. Willen
CRD#: 4491393
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
93
Wealthminder
score

Jules Willen (CRD# 4491393) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 17 years of experience in the finance industry.

9
Robert J. Willen
CRD#: 4604837
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
93
Wealthminder
score

Robert Willen (CRD# 4604837) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 17 years of experience in the finance industry.

10
John G. Danz
CRD#: 1046624
1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208
73
Wealthminder
score

John Danz (CRD# 1046624) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.