Glenn Adam Wager
Investment adviser representative at Wager Wealth Management and Financial Planning LLC
32 yearsExperience
2 statesRegistered in
$152.8MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Wager Wealth Management and Financial Planning, LLCOct 2016 to now
- Guerin Fin'l Svs.Nov 1994 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Wager Wealth Management and Financial Planning LLC
$152.8MAssets managed
121Clients
1Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2286731
- Firm CRD
- 285107