Unclaimed Profile

Daniel Ellis Wagner

WAGNER BOWMAN MANAGEMENT CORP·BALTIMORE, Maryland

Series 2, Series 65Clean record35 years registeredWAGNER BOWMAN MANAGEMENT CORP

1777 REISTERSTOWN ROAD, BALTIMORE, MD 21208-3106CRD# 2141923Firm CRD# 105289

Profile Verification

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

Identity

Daniel Ellis Wagner · BALTIMORE, MD

Registration

CRD #2141923 · WAGNER BOWMAN MANAGEMENT CORP · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAGNER BOWMAN MANAGEMENT CORP

WBH ADVISORY, INC.

Dec 1990 – Dec 2020

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · December 5, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WBH ADVISORY, INC.

CRD 105289 · SEC 801-27973

AUM

$1.3B

Regulatory assets under management

Employees

2,220 client accounts

Services offered by WBH ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WBH ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Ellis Wagner offer?

Daniel Ellis Wagner specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel Ellis Wagner's credentials?

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

Where is Daniel Ellis Wagner located?

Daniel Ellis Wagner is based in BALTIMORE, Maryland, last registered with WAGNER BOWMAN MANAGEMENT CORP.

How does Daniel Ellis Wagner charge for services?

Daniel Ellis 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 WAGNER BOWMAN MANAGEMENT CORP?

WAGNER BOWMAN MANAGEMENT CORP has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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