Dan Edward Wagner

Wealth Management Advisors, LLC

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Wealth Management Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

761 clients

Average Client Portfolio

$739K average

Assets Under Management

$562.7M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

301 South Mcduffie St., Anderson, SC, 29624

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2023

Settled

Customer Dispute

August 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Dan is a sole proprietor of Wagner Wealth Management, LLC and President/Owner of Wealth Management Advisors, LLC and DEW Holdings LLC, all investment-related. Dan also sells life insurance, dedicating a few hours per week to this activity.

Employment History

Current Registrations

Arkadios CapitalBroker

April 2021 - Present · 4 yrs 10 mos

Wealth Management Advisors, LLC

May 2014 - Present · 11 yrs 9 mos

Previous Registrations

Triad Advisors LLCBroker

May 2014 - April 2021 · 6 yrs 11 mos

The Investment Center, INC.Broker

January 2007 - May 2014 · 7 yrs 4 mos

Ic Advisory Services, INC.

January 2007 - May 2014 · 7 yrs 4 mos

Uvest Financial Services Group, INC.

January 2005 - January 2007 · 2 yrs

Uvest Financial Services Group, INC.Broker

May 1997 - January 2007 · 9 yrs 8 mos

State Registrations5 states

FLGANCNJSC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.