Brett Wagner

Touchstone Advisors INC

15 Years of Experience

Broker

View SEC Summary

Touchstone Advisors INC

Compensation

Fee-Only (AUM)

Firm Size

74 advisors

Number of Clients

41 clients

Average Client Portfolio

$710.6M average

Assets Under Management

$29.1B

Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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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.

Employment History

Current Registrations

Touchstone Securities, INC.Broker

March 2018 - Present · 7 yrs 11 mos

Touchstone Advisors INC

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Fifth Third Securities, INC.

April 2017 - February 2018 · 10 mos

Fifth Third Securities, INC.Broker

April 2017 - February 2018 · 10 mos

Touchstone Securities, INC.Broker

April 2013 - April 2017 · 4 yrs

Touchstone Advisors INC

April 2013 - April 2017 · 4 yrs

Strategic Advisers, INC.

November 2010 - March 2013 · 2 yrs 4 mos

Fidelity Brokerage Services LLCBroker

August 2010 - March 2013 · 2 yrs 7 mos

State Registrations2 states

KYOH

AdvisorBrokerBoth

Exams

No exam information available for this advisor.