Unclaimed Profile

Michael Reigle Wagner

TOLLESON PRIVATE WEALTH MANAGEMENT, LP·DALLAS, Texas

Series 7, Series 24, Series 63, Series 65Clean record22 years registeredTOLLESON PRIVATE WEALTH MANAGEMENT, LP

5500 PRESTON ROAD, DALLAS, TX 75205CRD# 1459904Firm CRD# 111838

Profile Verification

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

Identity

Michael Reigle Wagner · DALLAS, TX

Registration

CRD #1459904 · TOLLESON PRIVATE WEALTH MANAGEMENT, LP · 22 years registered

Brand Profile

Not yet started

Career History

TOLLESON PRIVATE WEALTH MANAGEMENT

May 2025 – present

TOLLESON PRIVATE WEALTH MANAGEMENT

Jul 2017 – Apr 2025

DALLAS, TX

MAI CAPITAL MANAGEMENT, LLC

Jun 2009 – Apr 2016

CLEVELAND, OH

LAKEPOINT INVESTMENT PARTNERS LLC

May 2004 – Oct 2008

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOLLESON PRIVATE WEALTH MANAGEMENT, LP

CRD 111838 · SEC 801-57641

AUM

$8.2B

Regulatory assets under management

Employees

116

4,038 client accounts

Services offered by TOLLESON PRIVATE WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TOLLESON PRIVATE WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Michael Reigle Wagner offer?

Michael Reigle Wagner specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Michael Reigle Wagner's credentials?

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

Where is Michael Reigle Wagner located?

Michael Reigle Wagner is based in DALLAS, Texas, working with TOLLESON PRIVATE WEALTH MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Michael Reigle Wagner charge for services?

Michael Reigle 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 TOLLESON PRIVATE WEALTH MANAGEMENT, LP?

TOLLESON PRIVATE WEALTH MANAGEMENT, LP has approximately 116 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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