WW
CFP
WW
CFP

William Wagner

19 Years of Experience
Wichita, KS
Broker

William Wagner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wichita, KS, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

245 N Waco St, Ste 140, Wichita, KS, 67202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William has 43% ownership in Horizon Wealth Management Group LLC, dedicating full-time hours to the firm. He is also the trustee of the Finet 401k plan.

Employment History
Current Registrations
Wells Fargo Advisors
May 2018 - Present · 8 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2007 - May 2018 · 10 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2007 - May 2018 · 10 yrs 11 mos
Fortis Investors, INC.Broker
July 1996 - November 1996 · 4 mos
State Registrations37 states
AKALARAZCACODCFLGAIAIDILINKSKYMAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPATNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.