Ariel Wagner
Ariel Wagner is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Ariel is a 33% owner of Spartan Wealth Management since 2018 and an IA/BD Representative for Cadaret Grant & Co. since 2020, spending nearly full-time and over half their time, respectively, on these activities. Ariel also sells insurance products, including fixed annuities and life/health insurance, through Spartan Wealth Management, dedicating about 10-20% of their time, and is a majority owner and shareholder of Score Pickleball, a pickleball mobile application, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
Spartan Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations11 states
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