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Jeffery Thomas roggenkamp Wagner

AE Wealth Management, LLC

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About Jeffery Thomas roggenkamp Wagner

Jeffery Wagner is a financial advisor at AE Wealth Management, LLC. Jeffery has been in the financial services industry since 2018. Jeffery has experience in both investment advisory and broker-dealer services. Jeffery specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Jeffery Wagner is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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Jeffery Wagner’s Registration & Firm History

KS

10/07/2024 - Present

AE Wealth Management, LLC (Lenexa KS)

KS

10/13/2020 - 11/22/2021

COPPER FINANCIAL (LENEXA KS)

KS

12/18/2018 - 10/20/2020

WADDELL & REED (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 01/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2019

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 12/19/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Thomas roggenkamp Wagner.
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