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Meagen Leeanna Wagner

Facet

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About Meagen Leeanna Wagner

Meagen Leeanna Wagner is a financial advisor at Facet, a registered investment advisor firm. Meagen has been in the industry since 2011 and holds the Certified Financial Planner designation. Meagen specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Prior to joining Facet, Meagen worked at Plancorp LLC in Saint Louis, Missouri. Meagen's areas of expertise include retirement planning, college savings, estate planning and insurance.

Firm Information

Meagen Wagner is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Meagen Wagner’s Registration & Firm History

MD

04/07/2021 - Present

Facet (BALTIMORE MD)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meagen Leeanna Wagner.
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