Richard Wagner is a registered investment advisor, based in Holladay, UT, with 23 years of industry experience.
Location
3115 East Lion Lane, Suite 160, Holladay, UT, 84121
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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
Richard is an independent representative for ADP payroll services, an insurance agent offering various insurance products, and the 100% owner of Valued Wealth Advisors, LLC (and Balanced Advisors Inc.), an SEC registered investment advisor. He also owns RMW Capital, LLC, Wagnec, LLC, Interwise Tax, LLC, and Office Suites Utah.
Employment History
Current Registrations
Chauner Securities, INC.Broker
Interwise
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Valued Wealth Advisors, LLC
Omni Investment Advisors INC
Omni Brokerage, INC.Broker
Stone Hill Advisory Services INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations13 states
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