Unclaimed Profile

Richard Lee Wagner

VALUED WEALTH ADVISORS, LLC·HOLLADAY, Utah

SIE, Series 7, Series 24, Series 66Clean record23 years registeredVALUED WEALTH ADVISORS, LLC

2120 EAST 3900 SOUTH, HOLLADAY, UT 84124CRD# 4575603Firm CRD# 316746

Profile Verification

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

Identity

Richard Lee Wagner · HOLLADAY, UT

Registration

CRD #4575603 · VALUED WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INTERWISE

Oct 2021 – present

INDEPENDENT FINANCIAL GROUP, LLC

Nov 2011 – Jul 2023

HOLLADAY, UT

VALUED WEALTH ADVISORS, LLC

Nov 2008 – Dec 2012

SALT LAKE CITY, UT

OMNI INVESTMENT ADVISORS INC

Sep 2005 – Nov 2008

SALT LAKE CITY, UT

STONE HILL ADVISORY SERVICES INC.

Dec 2003 – Sep 2005

SALT LAKE CITY, UT

ROYAL ALLIANCE ASSOCIATES, INC.

Jan 2003 – Aug 2005

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALUED WEALTH ADVISORS, LLC

CRD 316746 · SEC 801-122564

AUM

$230M

Regulatory assets under management

Employees

936 client accounts

Services offered by VALUED WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALUED WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Lee Wagner offer?

Richard Lee Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLADAY, Utah for a consultation.

What are Richard Lee Wagner's credentials?

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

Where is Richard Lee Wagner located?

Richard Lee Wagner is based in HOLLADAY, Utah, working with VALUED WEALTH ADVISORS, LLC. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.

How does Richard Lee Wagner charge for services?

Richard Lee 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 VALUED WEALTH ADVISORS, LLC?

VALUED WEALTH ADVISORS, LLC has approximately 4 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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