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Bethany May Wagner

LEVEL FINANCIAL ADVISORS, INC.·EAST AMHERST, New York
Clean recordLEVEL FINANCIAL ADVISORS, INC.
9310 TRANSIT ROAD, EAST AMHERST, NY 14051CRD# 7887015Firm CRD# 110641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bethany May Wagner · EAST AMHERST, NY
Registration
CRD #7887015 · LEVEL FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bethany May Wagner is a registered financial advisor based in EAST AMHERST, New York, affiliated with LEVEL FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LEVEL FINANCIAL ADVISORS, INC.
LEVEL FINANCIAL ADVISORS, INC.
AUM
$621M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LEVEL FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7887015
Firm CRD# 110641
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bethany May Wagner offer?
Bethany May Wagner specializes in Financial Planning, Investment Management. Contact their office in EAST AMHERST, New York for a consultation.
What are Bethany May Wagner's credentials?
Bethany May Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethany May Wagner located?
Bethany May Wagner is based in EAST AMHERST, New York, working with LEVEL FINANCIAL ADVISORS, INC.. Their office serves clients in the EAST AMHERST metropolitan area and surrounding communities.
How does Bethany May Wagner charge for services?
Bethany May 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 LEVEL FINANCIAL ADVISORS, INC.?
LEVEL FINANCIAL ADVISORS, INC. has approximately 14 employees and manages $621M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEVEL FINANCIAL ADVISORS, INC.

Michael Clark Heburn
EAST AMHERST, NY
Richard Karl Schroeder
AMHERST, NY
Steven Mark Elwell
EAST AMHERST, NY
Elise Fay Murphy
EAST AMHERST, NY
Rosanne Marie Braxton
EAST AMHERST, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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