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Richard Erik Wagner

Ironwood Wealth Management, LLC

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About Richard Erik Wagner

Richard Wagner is a financial advisor at Ironwood Wealth Management, LLC. Richard is registered with the state of Arizona, and is also registered with the state of Texas as a resident advisor. Richard Wagner is also a Certified Financial Planner and a Chartered Financial Consultant. Richard has been in the financial industry for over 10 years. Richard has a long history of helping individuals and families with their financial needs. Richard's clients include high net worth individuals and families, as well as pension and profit sharing plans. Richard is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Richard Wagner is currently registered with Ironwood Wealth Management, LLC. Ironwood Wealth Management, LLC is a Registered Investment Advisor based in Chandler, Arizona. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ironwood Wealth Management currently manages over $617 million in assets for approximately 2,200 clients.
Ironwood Wealth Management, LLC

SAN TAN CORPORATE CENTER

CHANDLER, AZ 85226

$617.58M

Assets Under Management

7

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Richard Wagner’s Registration & Firm History

AZ

03/02/2016 - Present

Ironwood Wealth Management, LLC (CHANDLER AZ)

AZ

06/14/2013 - 09/04/2014

NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)

AZ

10/23/2012 - 04/16/2013

NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Erik Wagner.
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