Kurtis J Wagner
Investment adviser representative at Raymond James & Associates, Inc.
9 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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
9 years in the industry.
- Raymond James & Associates, Inc.Jan 2025 to now
- WalmartJul 2024 to Dec 2024
- Full-time EducationDec 2023 to Jun 2024
- YmcaJun 2022 to Nov 2023
- Full-time EducationAug 2021 to May 2022
- Mission BbqDec 2020 to Jul 2021
- Full-time StudentAug 2020 to Nov 2020
- Cooper's HawkNov 2019 to Jul 2020
- Full-time EducationJul 2019 to Sep 2019
- Cannova'sOct 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 8029817
- Firm CRD
- 705