Michael Wagner
Michael Wagner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Zionsville, IN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Zionsville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael intends to create Medley Partners LLC to manage liability when signing a real estate lease for RJAS Branch. He anticipates dedicating minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
Independent Financial Securities, INC.Broker
National City Investments CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations22 states
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