AdvisorOS Directory
Claim Profile
MW

Melissa Ann Wagner

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado
Unclaimed Profile
215 UNION BLVD., LAKEWOOD, CO 80228CRD# 4961955Firm CRD# 333032
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY WEALTH PARTNERS, LLC
LEGACY WEALTH PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
10
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4961955
Firm CRD# 333032
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKEWOOD?

Browse all registered financial advisors in LAKEWOOD, Colorado or claim this profile if it's yours.

Browse LAKEWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKEWOOD
Sangyun Eugene Choung — EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLCMaurice Dominique Dukes — PF ADVISORS LLCLori Ann Miller — FINANCIAL SECURITY MANAGEMENT, INCCaryn M Egbert — MATTERN CAPITAL MANAGEMENT, LLCJames Daniel Osborne — BASON ASSET MANAGEMENT LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile