Taylor Wagner
Investment adviser representative at Interwise
13 yearsExperience
3 statesRegistered in
$369.7MFirm assets
4 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 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
Experience
13 years in the industry.
- Chauner Securities, Inc.Oct 2023 to now
- Interwise Tax, LLCJan 2023 to now
- InterwiseOct 2021 to now
- Valued Wealth Advisors, LLCOct 2021 to now
- Vonderharr Wagner AssociatesJan 2021 to Jan 2023
- Independent Financial Group, LLCNov 2020 to Jul 2023
- KpmgMay 2017 to Aug 2020
- StudentJan 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (TX, UT, WA).
Interwise
Legal name: Valued Wealth Advisors, LLC
$369.7MAssets managed
334Clients
5Advisers
4 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
- 7286304
- Firm CRD
- 316746