AW
AW

Anastasiia Artemovna Wagoner

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

National Advice Center OSJ, 1600 Bethel Rd., Columbus, OH, 43220

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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

Anastasiia is self-employed as a tennis coach since 2020, teaching about once a month and spending minimal time on this activity. A website finds her clients, and she pays them a commission.

Employment History
Current Registrations
Huntington Financial Advisors
December 2023 - Present · 2 yrs 2 mos
The Huntington Investment Company
September 2021 - Present · 4 yrs 5 mos
The Huntington Investment CompanyBroker
September 2021 - Present · 4 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anastasiia Artemovna Wagoner - Financial Advisor | TrueAdvisor