Ariel Wagner
Ariel Wagner is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 9 years of industry experience. Ariel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ariel is a 33% owner of Spartan Wealth Management since 2018 and an IA/BD Representative for Cadaret Grant & Co. since 2020, spending nearly full-time and over half their time, respectively, on these activities. Ariel also sells insurance products, including fixed annuities and life/health insurance, through Spartan Wealth Management, dedicating about 10-20% of their time, and is a majority owner and shareholder of Score Pickleball, a pickleball mobile application, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations12 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.
Exams
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