Michael R. Wagner
Professional summary
Michael Reigle Wagner, who also goes by Michael R Wagner, Michael Wagner, Wags Wagner, is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Reigle Wagner's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2025 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205July 21, 2017 - April 22, 2025
TOLLESON PRIVATE WEALTH MANAGEMENT
June 30, 2009 - April 20, 2016
MAI CAPITAL MANAGEMENT, LLC
May 21, 2004 - October 21, 2008
LAKEPOINT INVESTMENT PARTNERS LLC
June 29, 2000 - December 31, 2000
FIFTH THIRD/MAXUS SECURITIES INC
November 19, 1996 - May 4, 1999
AMERICA NORTHCOAST SECURITIES, INC.
April 10, 1996 - November 13, 1996
FIFTH THIRD/MAXUS SECURITIES INC
January 30, 1991 - June 1, 1994
KEYBANC CAPITAL MARKETS INC.
Primary Firm SEC Registration
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/30/2025)
Exams
Current Firm
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
Monitor Michael Wagner
Get automatic monthly alerts on:
