Christopher Michael Wagner
Investment adviser representative at West Wealth Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$616.7MFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- West Wealth Group, LLCMay 2026 to now
- Cutler Investment Counsel, LLCOct 2022 to Apr 2026
- Goldman Sachs Ayco Personal Financial ManagementSep 2019 to Sep 2022
- The Ayco Company, L.p./mercer AlliedSep 2019 to Jan 2021
- Jackson National Asset ManagementJun 2018 to Aug 2018
- Biola UniversityAug 2015 to Jul 2019
- Vector MarketingJul 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
West Wealth Group, LLC
$616.7MAssets managed
2,746Clients
20Advisers
5 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
- 7180703
- Firm CRD
- 316644