Richard Lee Wagner
Investment adviser representative at Interwise
23 yearsExperience
2 statesRegistered in
$369.7MFirm assets
4 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 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
23 years in the industry.
- Chauner Securities IncSep 2023 to now
- Interwise Tax, LLCJan 2023 to now
- InterwiseOct 2021 to now
- Valued Wealth Advisors, LLCOct 2021 to now
- Balanced Advisors, IncOct 2003 to now
- Independent Financial Group, LLCOct 2010 to Jul 2023
- Vonderharr Wagner Associates, LLCSep 2006 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (UT, WA).
Interwise
Legal name: Valued Wealth Advisors, LLC
$369.7MAssets managed
334Clients
5Advisers
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
- 4575603
- Firm CRD
- 316746