Stan Wagner
Stan Wagner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Pewee Valley, KY, with 26 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
7600 W. Hwy 146, Suite 400, Pewee Valley, KY, 40056
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Regulatory History (1)
Customer Dispute
February 2008Other Business ActivitiesSells Insurance
Stan is an independent insurance agent, an advisory representative of a RIA, and involved with Lakewood Baptist Church as Emphasis Director and Board Member. He also uses the trade names Wagner Financial, LLC and Longroad Wealth Managers, and is President of Business Networking International (BNI).
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations6 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.