Thomas Wagner
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- J.P. Morgan Securities LLCApr 2025 to Aug 2025
- Simply Bold CafeJan 2025 to Mar 2025
- PNCJun 2024 to Dec 2024
- Aldi Inc.Jun 2023 to Sep 2023
- University of PittsburghAug 2022 to Aug 2024
- UnemployedFeb 2022 to Jul 2022
- Simply Bold CafeAug 2020 to Jan 2022
- UnemployedSep 2019 to Jul 2020
- Honeybrook Golf CourseApr 2017 to Aug 2019
- UnemployedApr 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 8073275
- Firm CRD
- 23131