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Robert Martin Wagner

Wellth Advisory Services, LLC

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About Robert Martin Wagner

Robert Wagner is a financial advisor with Wellth Advisory Services, LLC based in Columbus, OH. Robert is a registered Investment Advisor Representative. Robert has been working in the financial services industry since 1996. Robert is a Chartered Financial Analyst. He is a licensed Series 3 and Series 6 representative. Prior to joining Wellth Advisory Services, LLC, Robert was with NYLIFE Securities LLC based in Dublin, OH. Robert has been with Wellth Advisory Services, LLC since June 2024. He has been with Strategic Retirement Partners in Chicago, IL since 2017, Meeder Financial in Dublin, OH since 2015 and Global Retirement Partners, LLC in San Rafael, CA since 2020.

Firm Information

Robert Wagner is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

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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Robert Wagner’s Registration & Firm History

OH

06/28/2024 - Present

Wellth Advisory Services, LLC (Columbus OH)

OH

12/03/2013 - 01/29/2014

NYLIFE SECURITIES LLC (DUBLIN OH)

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Licenses & Designations

BC

Issued 12/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/27/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Martin Wagner.
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