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William F Wagner

Summit Financial, LLC

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About William F Wagner

William F. Wagner is a financial advisor with Summit Financial, LLC. William has been in the financial services industry for over 23 years. William holds a Series 7 and Series 66 licenses, and he is also a Certified Financial Planner. William provides financial planning, portfolio management, and other advisory services to individuals and families. William has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. William is committed to helping clients achieve their financial goals.

Firm Information

William Wagner is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Wagner’s Registration & Firm History

CA

02/15/2023 - Present

Summit Financial, LLC (FAIR OAKS CA)

CA

08/01/2023 - 05/03/2024

PURSHE KAPLAN STERLING INVESTMENTS (Fair Oaks CA)

CA

07/23/2009 - 02/12/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSEVILLE CA)

CA

02/02/2000 - 07/01/2009

EDWARD JONES (GOLD RIVER CA)

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Licenses & Designations

BC

Issued 01/09/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for William F Wagner. Review regulatory record here.
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