Marc Wagner is a CFP-designated registered investment advisor, based in Cincinnati, OH, with 24 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
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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
Marc is dually registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He is also an insurance agent with Octavia Risk Management LLC and dedicates a few hours per week to implementing insurance products.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations16 states
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