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William F. Wagner is a financial advisor with Empower Advisory Group, LLC. William has been in the financial services industry since 2013. William holds a Series 63 and Series 65 license. William is also a Certified Financial Planner. William’s experience includes working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
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12/06/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
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Inactive
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