Reagan Lee Wagner
Investment adviser representative at Strategic Financial Concepts, LLC
25 yearsExperience
4 statesRegistered in
$927.7MFirm assets
19 yearsFirm in business
Are you Reagan Lee Wagner? 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial, LLCSep 2009 to now
- Strategic Financial Concepts, LLCApr 2007 to now
- Pinnacle Capital Management, IncJan 2004 to now
- Pinnacle Financial GroupJan 2003 to now
- Par Financial GroupJan 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MN, TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 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
- 4339734
- Firm CRD
- 141849