Sandra J. Wagner
Investment adviser representative at Wagner Planning
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$144.7MFirm 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
Experience
17 years in the industry.
- Private Client ServicesJun 2022 to now
- Wagner PlanningMay 2022 to now
- Wagner Financial, LLC (d/b/a Wagner Planning)Jul 2011 to now
- Securities America Advisors, Inc.Nov 2020 to Jun 2022
- Securities America, Inc.Nov 2020 to Jun 2022
- Kms Financial Services, Inc.Nov 2017 to Nov 2020
- Sii Investments, Inc.Mar 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OR).
Wagner Planning
Legal name: Wagner Financial, LLC
$144.7MAssets managed
203Clients
1Advisers
4 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
- 4407622
- Firm CRD
- 318448