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Wayne Allen Wagner

QUAD-CITIES INVESTMENT GROUP, LLC·DAVENPORT, Iowa
Unclaimed Profile
5177 UTICA RIDGE ROAD, DAVENPORT, IA 52807CRD# 456548Firm CRD# 154113
01

About

Wayne Allen Wagner is a registered financial advisor based in DAVENPORT, Iowa, affiliated with QUAD-CITIES INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QUAD-CITIES INVESTMENT GROUP, LLC
QUAD-CITIES INVESTMENT GROUP, LLC
AUM
$333M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 456548
Firm CRD# 154113
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wayne Allen Wagner offer?
Wayne Allen Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DAVENPORT, Iowa for a consultation.
What are Wayne Allen Wagner's credentials?
Wayne Allen Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne Allen Wagner located?
Wayne Allen Wagner is based in DAVENPORT, Iowa, working with QUAD-CITIES INVESTMENT GROUP, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does Wayne Allen Wagner charge for services?
Wayne Allen Wagner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUAD-CITIES INVESTMENT GROUP, LLC?
QUAD-CITIES INVESTMENT GROUP, LLC has approximately 8 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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