Unclaimed Profile

Melissa Ann Wagner

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado

SIE, Series 7, Series 66Clean record20 years registeredLEGACY 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 · 20 years registered

Brand Profile

Not yet started

Career History

LEGACY WEALTH PARTNERS, LLC

Mar 2025 – present

DMK ADVISOR GROUP, INC.

Jan 2022 – present

DMK ADVISOR GROUP, INC.

May 2014 – present

AVEO CAPITAL PARTNERS, LLC

Jan 2017 – Apr 2025

Lakewood, CO

AXA ADVISORS, LLC

Nov 2005 – May 2014

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY WEALTH PARTNERS, LLC

CRD 333032 · SEC 801-131757

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LEGACY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY WEALTH PARTNERS, LLC →

Introduction

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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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