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Brian James Wagener

6 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

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History

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.

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Other Business Activities

Brian works as a Financial Advisor Associate at Schrimpf Financial Services LLC, assisting advisors with day-to-day activities and client preparation. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Focus Financial
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
August 2019 - December 2024 · 5 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.