PW
PW
Philipp Wagener
12 Years of Experience
Wayzata, MN
1 DisclosureBroker
Philipp Wagener is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Financial
March 2022Final
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
February 2023 - August 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
January 2016 - March 2021 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - March 2021 · 5 yrs 3 mos
Nylife Securities LLCBroker
May 2008 - October 2008 · 5 mos
The Huntington Investment CompanyBroker
August 2004 - March 2008 · 3 yrs 7 mos
Fort Washington Brokerage Services, INC.Broker
March 2004 - May 2004 · 2 mos
State Registrations28 states
AKAZCACOFLGAIAILINKSMAMIMNMOMTNCNDNENMNYORPASCSDTXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.