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WAGNER PLANNING

LAKE OSWEGO, OR · CRD 318448 · IAPD ↗ · wagnerplanning.com · 503-342-0038

$144.7MRegulatory AUM
2Advisory reps
5Employees
3Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2024 — WAGNER PLANNING notice-filed in AZ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — WAGNER PLANNING reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.