Aaron John Wagner
Investment adviser representative at Roseman Wagner Wealth Management
13 yearsExperience
3 statesRegistered in
$1.5BFirm assets
18 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Roseman Wagner Wealth ManagementSep 2008 to now
- Rwwm, Inc. Roseman Wagner Wealth ManagementSep 2008 to now
- Silver Oak SecuritiesSep 2008 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, UT).
Roseman Wagner Wealth Management
Legal name: Rwwm, Inc.
$1.5BAssets managed
622Clients
5Advisers
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
- 3241563
- Firm CRD
- 148221