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Kyle Scott Wagner

WAGNER WEALTH MANAGEMENT, CORP.·SUGARLOAF, Pennsylvania
Clean recordWAGNER 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle Scott Wagner is a registered financial advisor based in SUGARLOAF, Pennsylvania, affiliated with WAGNER WEALTH MANAGEMENT, CORP.. 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
Introduction

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03

Firm Overview

Firm
WAGNER WEALTH MANAGEMENT, CORP.
WAGNER WEALTH MANAGEMENT, CORP.
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WAGNER WEALTH MANAGEMENT, CORP. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5941923
Firm CRD# 324196
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
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