WAGNER PLANNING
Tel: 503-342-0038 4260 Galewood Street Suite A Lake Oswego, Oregon 97035
About WAGNER PLANNING
WAGNER PLANNING is a Lake Oswego, Oregon based financial advisory firm with nearly $127,933,708 in assets under management and provides investment advisory services for 391 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
318448
Firm SEC#:
801-124939
Assets Under Management:
$127,933,708
No. of Clients:
391
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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