Rebecca Gail Wagner
Investment adviser representative at Arq Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 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
13 years in the industry.
- Arq Wealth Advisors, LLCApr 2026 to now
- Clarkston Capital Partners, LLCFeb 2021 to Apr 2026
- Ironwood Investment CounselJun 2017 to Jan 2021
- Indiana University BloomingtonAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Arq Wealth Advisors, LLC
$1.2BAssets managed
605Clients
15Advisers
10 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
- 6183629
- Firm CRD
- 147351