KW
KW

Karl Augustus Wagner

30 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

540 Route 6 & 209, Milford, PA, 18337

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Karl is involved in several outside business activities. He provides life insurance and annuities through Biondo Wealth Services, is a part-owner of Anthony's Coal Fired Pizza, coordinates real estate construction through BWB Holdings, and is president of 110 East High St. LLC, a passive real estate rental company.

Employment History
Current Registrations
Biondo Investment Advisors LLC
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Biondo Asset Management LLCBroker
August 2013 - October 2017 · 4 yrs 2 mos
Prudential Annuities Distributors, INCBroker
May 2008 - August 2013 · 5 yrs 3 mos
AXA Distributors, LLCBroker
April 2006 - April 2008 · 2 yrs
Sun Life Financial Distributors, INC.Broker
December 1997 - March 2006 · 8 yrs 3 mos
Putnam Mutual Funds CORP.Broker
June 1996 - December 1997 · 1 yr 6 mos
Mutual Service CorporationBroker
October 1994 - July 1995 · 9 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.