Unclaimed Profile

Taylor Wagner

VALUED WEALTH ADVISORS, LLC·HOLLADAY, Utah

SIE, Series 7TO, Series 66Clean record5 years registeredVALUED WEALTH ADVISORS, LLC

2120 EAST 3900 SOUTH, HOLLADAY, UT 84124CRD# 7286304Firm CRD# 316746

Profile Verification

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

Identity

Taylor Wagner · HOLLADAY, UT

Registration

CRD #7286304 · VALUED WEALTH ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

INTERWISE

Oct 2021 – present

INDEPENDENT FINANCIAL GROUP, LLC

Jan 2021 – Jul 2023

HOLLADAY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · January 5, 2021

Years registered · 5

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 Taylor Wagner offer?

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

What are Taylor Wagner's credentials?

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

Where is Taylor Wagner located?

Taylor 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 Taylor Wagner charge for services?

Taylor 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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