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Kyle Scott Wagner

WAGNER WEALTH MANAGEMENT, CORP.·SUGARLOAF, Pennsylvania
SIE, Series 7, Series 63, Series 66CFPClean record13 years registeredWAGNER WEALTH MANAGEMENT, CORP.
662 MAIN STREET, SUITE 6, SUGARLOAF, PA 18249CRD# 5941923Firm CRD# 324196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Scott Wagner · SUGARLOAF, PA
Registration
CRD #5941923 · WAGNER WEALTH MANAGEMENT, CORP. · 13 years registered
Brand Profile
Not yet started
01

Career History

WAGNER WEALTH MANAGEMENT, CORP.
Sep 2023 – present
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Aug 2015 – Oct 2023
SUGARLOAF, PA
GWN SECURITIES INC.
Jun 2013 – Aug 2015
WAYNE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · June 12, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAGNER WEALTH MANAGEMENT, CORP.
CRD 324196 · SEC 801-130926
AUM
$101M
Regulatory assets under management
Employees
2
647 client accounts
Services offered by WAGNER WEALTH MANAGEMENT, CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WAGNER WEALTH MANAGEMENT, CORP. →
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05

Frequently Asked Questions

What services does Kyle Scott Wagner offer?
Kyle Scott Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUGARLOAF, Pennsylvania for a consultation.
What are Kyle Scott Wagner's credentials?
Kyle Scott Wagner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kyle Scott Wagner located?
Kyle Scott Wagner is based in SUGARLOAF, Pennsylvania, working with WAGNER WEALTH MANAGEMENT, CORP.. Their office serves clients in the SUGARLOAF metropolitan area and surrounding communities.
How does Kyle Scott Wagner charge for services?
Kyle Scott 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 WAGNER WEALTH MANAGEMENT, CORP.?
WAGNER WEALTH MANAGEMENT, CORP. has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAGNER WEALTH MANAGEMENT, CORP.

Allen Scott Wagner
SUGARLOAF, PA

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