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Matthew Thomas Wagner

OXINAS PARTNERS, LLC·JEFFERSONVILLE, Indiana
SIE, Series 7, Series 66Clean record16 years registeredOXINAS PARTNERS, LLC
607 NORTH SHORE DRIVE, JEFFERSONVILLE, IN 47130CRD# 5339909Firm CRD# 297462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Thomas Wagner · JEFFERSONVILLE, IN
Registration
CRD #5339909 · OXINAS PARTNERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

OXINAS PARTNERS WEALTH MANAGEMENT
Aug 2018 – present
WADDELL & REED
Dec 2009 – Aug 2018
JEFFERSONVILLE, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 2, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OXINAS PARTNERS, LLC
CRD 297462 · SEC 801-113877
AUM
$297M
Regulatory assets under management
Employees
10
1,661 client accounts
Services offered by OXINAS PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OXINAS PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Matthew Thomas Wagner offer?
Matthew Thomas Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JEFFERSONVILLE, Indiana for a consultation.
What are Matthew Thomas Wagner's credentials?
Matthew Thomas Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Wagner located?
Matthew Thomas Wagner is based in JEFFERSONVILLE, Indiana, working with OXINAS PARTNERS, LLC. Their office serves clients in the JEFFERSONVILLE metropolitan area and surrounding communities.
How does Matthew Thomas Wagner charge for services?
Matthew Thomas Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXINAS PARTNERS, LLC?
OXINAS PARTNERS, LLC has approximately 10 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXINAS PARTNERS, LLC

Brian Christopher Coxon
JEFFERSONVILLE, IN
Gary G Bouch
JEFFERSONVILLE, IN

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