Unclaimed Profile

Matthew Thomas Wagner

OXINAS PARTNERS, LLC·JEFFERSONVILLE, Indiana

OXINAS 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

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Matthew Thomas Wagner is a registered financial advisor based in JEFFERSONVILLE, Indiana, affiliated with OXINAS 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

OXINAS PARTNERS, LLC

OXINAS PARTNERS WEALTH MANAGEMENT

AUM

$297M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OXINAS PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5339909

Firm CRD# 297462

View on FINRA BrokerCheck →

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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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