John D Wagner
Investment adviser representative at Nicholson Wealth Management Group
10 yearsExperience
1 stateRegistered in
$322MFirm assets
3 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 assetsFixed 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
10 years in the industry.
- Nicholson Wealth Management GroupJul 2024 to now
- Charles Schwab & Co., Inc.Apr 2017 to Jun 2024
- Charles Schwab BankApr 2017 to Jun 2024
- Select Health of South CarolinaJul 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (SC).
Nicholson Wealth Management Group
Legal name: Nicholson Wealth Management Group, LLC
$322MAssets managed
205Clients
2Advisers
3 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
- 5858717
- Firm CRD
- 327001