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Raegan Wagner

10 Years of Experience
West Des Moines, IA
Broker

Raegan Wagner is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266

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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

Raegan serves as a trustee/co-trustee for two trusts in Cambridge, Iowa, one since 2008 and another since 2014. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2015 - Present · 10 yrs 6 mos
Morgan StanleyBroker
October 2015 - Present · 10 yrs 7 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Raegan Wagner - Financial Advisor | TrueAdvisor