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Michael Wagner

23 Years of Experience
Phoenix, AZ
Broker

Michael Wagner is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Phoenix, AZ, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

2425 E. Camelback Road, Suite 530, Phoenix, AZ, 85016

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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

Michael owns rental property since 2022. This activity requires a few hours per week and is not investment related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2010 - Present · 16 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
December 2007 - Present · 18 yrs 7 mos
Previous Registrations
Aig Financial Advisors, INC.Broker
October 2005 - December 2007 · 2 yrs 2 mos
Sunamerica Securities, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
State Registrations32 states
AKALARAZCACODCFLHIIAIDILKSKYMEMINCNDNENJNMNVNYOHORPASCSDTXVAWAWI
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.
Michael Wagner - Financial Advisor | TrueAdvisor