Michelle Rae Wagner
Investment adviser representative at Core Planning
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$525MFirm 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
12 years in the industry.
- Core Planning LLCAug 2025 to now
- Not RegisteredApr 2025 to Aug 2025
- EllevestOct 2024 to Apr 2025
- Not RegisteredAug 2024 to Oct 2024
- Facet WealthApr 2019 to Aug 2024
- Sullivan, Bruyette, Speros & Blayney, LLCSep 2017 to Feb 2019
- Cassaday & Company, Inc.,May 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (MO, NC, VA).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6383953
- Firm CRD
- 154660