Unclaimed Profile

Melissa Ann Wagner

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado

Clean recordLEGACY WEALTH PARTNERS, LLC

215 UNION BLVD., LAKEWOOD, CO 80228CRD# 4961955Firm CRD# 333032

Profile Verification

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

Identity

Melissa Ann Wagner · LAKEWOOD, CO

Registration

CRD #4961955 · LEGACY WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Ann Wagner is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with LEGACY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY WEALTH PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4961955

Firm CRD# 333032

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Ann Wagner offer?

Melissa Ann Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.

What are Melissa Ann Wagner's credentials?

Melissa Ann Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ann Wagner located?

Melissa Ann Wagner is based in LAKEWOOD, Colorado, working with LEGACY WEALTH PARTNERS, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.

How does Melissa Ann Wagner charge for services?

Melissa Ann Wagner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH PARTNERS, LLC?

LEGACY WEALTH PARTNERS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.

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