Colin Wagner
Investment adviser representative at Kestra Private Wealth Services, LLC
13 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 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.
- Kestra Private Wealth Services, LLCOct 2025 to now
- Kestra Investment Services, LLCOct 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Oct 2025
- Charles Schwab & Co., Inc.Nov 2023 to Jun 2024
- Tiger MovingOct 2023 to Oct 2023
- UnemployedSep 2022 to Nov 2023
- Synergy Wealth SolutionsJun 2022 to Jan 2023
- UnemployedSep 2021 to Apr 2022
- American Campus Communities Services IncMay 2021 to May 2021
- Bass Pro ShopsApr 2021 to Jul 2021
- UnemployedSep 2019 to Feb 2021
- University of MissouriAug 2019 to May 2023
- Vector MarketingDec 2018 to Aug 2019
- UnemployedNov 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 7798772
- Firm CRD
- 155193