JW
JW

John Wagner

18 Years of Experience
Highland, MI
Broker

John Wagner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1641 S Milford Rd, Ste C103, Highland, MI, 48357

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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

John is the owner of Wagner and Mulder Financial Group, a support company/DBA established in 2018. The entity is used for naming convention only, with all business conducted through RJ and expenses paid individually, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2016 - Present · 9 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2010 - November 2016 · 6 yrs 3 mos
Ameriprise Financial Services, INC.Broker
August 2007 - November 2016 · 9 yrs 3 mos
State Registrations10 states
ALAZCAFLGAMINCNMORTX
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.
John Wagner - Financial Advisor | TrueAdvisor