Matthew Wagner
Matthew Wagner is a registered investment advisor at Cetera Investment Advisers LLC, based in Spokane, WA, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
621 W Malon Ste 507, Spokane, WA, 99201
Get directionsHistory
Regulatory History (1)
Criminal
August 1999Other Business ActivitiesSells Insurance
Matthew sells fixed insurance products including life, health, disabilities, annuities, and long-term care, dedicating about 60% of his time to this. He also has ownership in Wagner Land Co LLC, generating rental income from farm production, and is the president of Wagner Financial Strategies, selling insurance and mutual funds, taking about 75% of his time. Finally, Matthew is the head football coach for Davenport School District #207, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Nylife Securities LLCBroker
State Registrations3 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.