Brett Wagner is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 15 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Touchstone Securities, LLCBroker
March 2018 - Present · 8 yrs 1 mo
Touchstone Advisors INC
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Fifth Third Securities, INC.
April 2017 - February 2018 · 10 mos
Fifth Third Securities, INC.Broker
April 2017 - February 2018 · 10 mos
Touchstone Advisors INC
April 2013 - April 2017 · 4 yrs
Touchstone Securities, INC.Broker
April 2013 - April 2017 · 4 yrs
Strategic Advisers, INC.
November 2010 - March 2013 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
August 2010 - March 2013 · 2 yrs 7 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.