Margaret Elizabeth Vanwagoner
Investment adviser representative at Demarche
12 yearsExperience
1 stateRegistered in
$228.4MFirm assets
18 yearsFirm in business
Are you Margaret Elizabeth Vanwagoner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- DemarcheJul 2015 to now
- Kansas City BrokerageJan 2015 to now
- Demarche Associates, Inc.Nov 2014 to now
- Discretionary Management Services, Inc.Nov 2014 to now
- Endex Capital Management LLCNov 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (KS).
Demarche
Legal name: Discretionary Management Services, LLC
$228.4MAssets managed
16Clients
9Advisers
18 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
- 2595167
- Firm CRD
- 145851