Unclaimed Profile

Shari Sue Wagner

THIRD LAKE PARTNERS, LLC·TAMPA, Florida

Clean recordTHIRD LAKE PARTNERS, LLC

1600 E 8TH AVE, TAMPA, FL 33605CRD# 7358766Firm CRD# 299961

Profile Verification

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

Identity

Shari Sue Wagner · TAMPA, FL

Registration

CRD #7358766 · THIRD LAKE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shari Sue Wagner is a registered financial advisor based in TAMPA, Florida, affiliated with THIRD LAKE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THIRD LAKE PARTNERS, LLC

AUM

$3.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THIRD LAKE PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7358766

Firm CRD# 299961

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shari Sue Wagner offer?

Shari Sue Wagner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are Shari Sue Wagner's credentials?

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

Where is Shari Sue Wagner located?

Shari Sue Wagner is based in TAMPA, Florida, working with THIRD LAKE PARTNERS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Shari Sue Wagner charge for services?

Shari Sue Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THIRD LAKE PARTNERS, LLC?

THIRD LAKE PARTNERS, LLC has approximately 16 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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