DW
DW

Duane William Wagner

1 Year of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
258 clients
Average Client Portfolio
$141K average
Assets Under Management
$36.3M
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Location

1800 W. Loop S Suite 1800, Houston, TX, 77027

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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 ActivitiesSells Insurance

Duane has several real estate investments as a limited partner and is a passive investor in Lions Guide and Blue Mallard Digital. He owns properties through 3 Stripes Management, LLC, dedicating minimal time during trading hours and about 10-20% of his time outside trading hours to tenant and rental management, and also owns WDIT, Inc dba Corsica Technologies, but has no business involvement.

Employment History
Current Registrations
Tip Group LLC
March 2024 - Present · 1 yr 11 mos
State Registrations2 states
INTX
Advisor
Exams
No exam information available for this advisor.