Randy Wagner
Randy Wagner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 26 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8777 E. Via De Ventura, Ste. 335, Scottsdale, AZ, 85258
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randy is a partner at Ventura Payroll, LLC, and the president of Wagner Financial Services, LLC, dedicating about 10-20% of his time and about a quarter of his time, respectively. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services and the treasurer for Pionnacle Peak Estates III.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Penates Group, INC.Broker
Gainey Financial Services, INC.Broker
State Registrations8 states
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