Wagner, Loftin Investment Services

Wagner, Loftin Investment Services (CRD# 109770) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $120,549,907 in 553 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $217,993
Compensation Options
  • A percentage of assets under your management
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
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, TX

Financial Advisors at Wagner, Loftin Investment Services
Showing 1 - 7 of 7 top financial advisors.
1
Gerald G. Guintu
CRD#: 4173908
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523
96
Wealthminder
score

Gerald Guintu (CRD# 4173908) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 16 years of experience in the finance industry. Gerald Guintu 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jill A. Guintu
CRD#: 2590790
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523
96
Wealthminder
score

Jill Guintu (CRD# 2590790) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 22 years of experience in the finance industry. Jill Guintu 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark C. Loftin
CRD#: 2221091
3478 Buskirk Avenue, Suite 333, Pleasant Hill, CA 94523
96
Wealthminder
score

Mark Loftin (CRD# 2221091) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 22 years of experience in the finance industry.

4
Steve D. Loftin
CRD#: 2262113
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523
93
Wealthminder
score

Steve Loftin (CRD# 2262113) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 25 years of experience in the finance industry.

5
Ronald J. Wagner
CRD#: 2109102
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523
93
Wealthminder
score

Ronald Wagner (CRD# 2109102) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 26 years of experience in the finance industry.

6
Sheena A. Culp
CRD#: 5549809
3478 Buskirk Ave., Suite 308, Pleasant Hill, CA 94523
90
Wealthminder
score

Sheena Culp (CRD# 5549809) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has over 6 years of experience in the finance industry.

7
Thomas M. Artz
CRD#: 6548945
3478 Buskirk Ave., Ste. 333, Pleasant Hill, CA 94523
87
Wealthminder
score

Thomas Artz (CRD# 6548945) is an Investment Advisor Representative working at Wagner, Loftin Investment Services in Pleasant Hill, CA and has 1 year of experience in the finance industry.

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Disclosure
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.