Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne David Wagner is a financial advisor with over 25 years of experience. Wayne currently works at Wealthplan Investment Management LLC, a firm that manages over $988 Million in assets. Wayne is a Registered Investment Advisor (IA) in Delaware and Texas, and he holds several industry designations, including Chartered Financial Consultant. His areas of expertise include financial planning, portfolio management, and pension consulting. Wayne also has experience in business development and real estate management. Wayne has a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Wayne is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
10/19/2023 - Present
Wealthplan Investment Management LLC (OMAHA NE)
DE
01/31/2018 - 08/19/2022
SECURITIES AMERICA, INC. (WILMINGTON DE)
DE
10/18/2000 - 02/08/2018
LPL FINANCIAL LLC (WILMINGTON DE)
MN
04/25/1996 - 11/16/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Wayne Wagner is the right advisor for you? Invested Better is here to help.
