Unclaimed Profile

Bradley Edward Noland

WAGNER WEALTH MANAGEMENT, LLC·DENVER, Colorado

Series 65Clean record20 years registeredWAGNER WEALTH MANAGEMENT, LLC

210 UNIVERSITY BOULEVARD, DENVER, CO 80206CRD# 5106472Firm CRD# 109937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Edward Noland · DENVER, CO

Registration

CRD #5106472 · WAGNER WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LOUIS HENRY WEALTH MANAGEMENT LLC

Feb 2023 – present

PRIVATE CAPITAL MANAGEMENT, LLC

Mar 2018 – Feb 2023

DENVER, CO

WAGNER WEALTH MANAGEMENT, LLC

Mar 2006 – Mar 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAGNER WEALTH MANAGEMENT, LLC

CRD 109937 · SEC 801-60930

AUM

$494M

Regulatory assets under management

Employees

303 client accounts

Services offered by WAGNER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAGNER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Edward Noland offer?

Bradley Edward Noland specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Bradley Edward Noland's credentials?

Bradley Edward Noland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Edward Noland located?

Bradley Edward Noland is based in DENVER, Colorado, working with WAGNER WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Bradley Edward Noland charge for services?

Bradley Edward Noland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAGNER WEALTH MANAGEMENT, LLC?

WAGNER WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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