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Christopher Michael Wagner

Cutler Investment Group

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About Christopher Michael Wagner

Christopher Wagner is a financial advisor with Cutler Investment Group, a financial advisory firm headquartered in Jacksonville, Oregon. Christopher has been in the industry since 2019. Christopher has a Series 7, Series 66, and SIE license and is registered in California. Prior to joining Cutler Investment Group, Christopher worked at Goldman Sachs Ayco Personal Financial Management and Mercer Allied. Christopher specializes in financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Christopher Wagner is currently registered with Cutler Investment Group. Cutler Investment Group is an investment advisor based in Jacksonville, Oregon. They provide financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.17 billion in assets.
Cutler Investment Group

525 BIGHAM KNOLL

JACKSONVILLE, OR 97530

$1.18B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wagner’s Registration & Firm History

CA

11/16/2022 - Present

Cutler Investment Group (Newport Beach CA)

CA

01/04/2021 - 10/21/2022

GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)

CA

06/15/2020 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 09/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Wagner.
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