Judd Wagner
Judd Wagner is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 30 years of industry experience. Judd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
8040 South 48th Street, Phoenix, AZ, 85044
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Judd owns rental properties in Chandler, AZ, since 2020, which he inherited and intends to rent out. He also manages a bank account for a minor's retail business, spending minimal time on each activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Murphey, Marseilles, Smith & Nammack, INC.Broker
J.B. Oxford & CompanyBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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