William F Wagner
Investment adviser representative at Independent Financial Group, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Independent Financial Group, LLCJan 2026 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Mar 2024
- Summit Financial, LLCFeb 2023 to Jan 2026
- UnemployedDec 2019 to Feb 2023
- Golden One StaffingJul 2018 to Dec 2019
- Wagner Wealth ManagementJul 2009 to Dec 2019
- Raymond James Financial ServicesJul 2009 to Feb 2019
- Raymond James Financial Services Advisors, Inc.Jul 2009 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 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
- 4087068
- Firm CRD
- 7717