Wayne David Wagner
Investment adviser representative at Wealthplan Investment Management LLC
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$2.2BFirm assets
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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
- Pension consulting
Experience
26 years in the industry.
- Wealthplan Investment Management, LLCAug 2022 to now
- Wealthplan Partners, IncFeb 2018 to Aug 2022
- Securities America Inc.Jan 2018 to Aug 2022
- LPL Financial LLCOct 2000 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 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
- 2736605
- Firm CRD
- 311364