Unclaimed Profile

Kerrie Jeanne Wagner

MAIN STREET FINANCIAL SOLUTIONS, LLC·PENNINGTON, New Jersey

Series 3, Series 7, Series 55, Series 63, Series 66Clean record20 years registeredMAIN STREET FINANCIAL SOLUTIONS, LLC

21 ROUTE 31 NORTH, PENNINGTON, NJ 08534CRD# 2093825Firm CRD# 146118

Profile Verification

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

Identity

Kerrie Jeanne Wagner · PENNINGTON, NJ

Registration

CRD #2093825 · MAIN STREET FINANCIAL SOLUTIONS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FARTHER

Oct 2025 – present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Mar 2020 – Oct 2025

APEX, NC

MAIN STREET FINANCIAL SOLUTIONS, LLC

Jul 2012 – Jul 2020

APEX, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2006 – Jul 2012

RED BANK, NJ

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · April 19, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD 146118 · SEC 801-70557

AUM

$884M

Regulatory assets under management

Employees

2,870 client accounts

Services offered by MAIN STREET FINANCIAL SOLUTIONS, LLC

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 MAIN STREET FINANCIAL SOLUTIONS, LLC →

Introduction

Speak with Kerrie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kerrie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PENNINGTON?

Browse all registered financial advisors in PENNINGTON, New Jersey or claim this profile if it's yours.

Browse PENNINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kerrie Jeanne Wagner offer?

Kerrie Jeanne Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENNINGTON, New Jersey for a consultation.

What are Kerrie Jeanne Wagner's credentials?

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

Where is Kerrie Jeanne Wagner located?

Kerrie Jeanne Wagner is based in PENNINGTON, New Jersey, working with MAIN STREET FINANCIAL SOLUTIONS, LLC. Their office serves clients in the PENNINGTON metropolitan area and surrounding communities.

How does Kerrie Jeanne Wagner charge for services?

Kerrie Jeanne 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 MAIN STREET FINANCIAL SOLUTIONS, LLC?

MAIN STREET FINANCIAL SOLUTIONS, LLC has approximately 21 employees and manages $884M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →