Brett Wagner
Investment adviser representative at Touchstone Advisors Inc
13 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Touchstone Advisors IncMar 2018 to now
- Touchstone Securities, Inc.Feb 2018 to now
- Fifth Third SecuritiesApr 2017 to Feb 2018
- Ifs Financial ServicesApr 2013 to Apr 2017
- Touchstone SecuritiesApr 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OH).
Touchstone Advisors Inc
$31.1BAssets managed
40Clients
78Advisers
32 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
- 5793569
- Firm CRD
- 107028