MW
Matthew T. Wagner
OXINAS PARTNERS WEALTH MANAGEMENT
Jeffersonville, IN 47130
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CRD#: 5339909
MW
Professional summary
Matthew Thomas Wagner, who also goes by Matt Wagner, Matthew T Wagner, Matthew Wagner, is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Jeffersonville, Indiana and M. S. HOWELLS & CO. located in Jeffersonville, Indiana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Wagner | Matthew T Wagner | Matthew Wagner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[1] Matthew T. Wagner LLC, Jeffersonville, IN; Not Investment-Related; LLC Formed For Tax Purposes; Owner; 01/2019; Maintain Books and Records; Devote 4 hrs/month, which are not during securities trading hours. [2] Licensed Insurance Agent; Jeffersonville, IN; Not Investment-Related; Insurance Sales; 02/2019; Presenting And Selling Insurance Products and Solutions; Devote five (5) hours/month, all during securities trading hours. [3] Coxwag, LLC; Not Investment-Related; 4715 Westport Road, Suite 101, Louisville, KY 40207; Commercial Property Ownership; Owner/Landlord; 06/2021; One (1) hr/month, which is not during securities trading hours; Maintain rent and expenses. [4] Oxinas Holdings, LLC; Not Investment-Related; Jeffersonville, IN; LLC/Holding Entity formed for our office property; Owner; 01/2019; Maintain books and records; Devote two (2) hrs/month, which are not during securities trading hours. [5] Oxinas Partners, LLC; Jeffersonville, IN; Not Investment-Related; Licensed insurance agency; Insurance Sales; Owner; 01/2018; Devote five hours per month, all during securities trading hours. [6] Blackout Racing 4, LLC; Not investment-related; 5119 Rock Bluff Dr., Louisville, KY 40241; Thoroughbred Syndicate; Owner; 01/2022; Devote 0 hours/month. [7] GPC Gatlinburg, LLC; Not investment-related; 9207 Anemore Drive, Prospect, KY 40059; Real-Estate; Part-Owner; 01/2023; Zero (0) hours per month; Part-owner in a vacation rental property. Entity created for the ownership of vacation rentals. [8] Matthew T. Wagner is dually registered with Oxinas Partners, LLC dba Oxinas Partners Wealth Management ("Oxinas Partners") and M.S. Howells & Co ("M.S. Howells"). Mr. Wagner has served as an Investment Advisor Representative with Oxinas Partners since 08/2018 and as a Registered Representative with M.S. Howells since 08/2018; Business is conducted at 607 North Shore Drive, Suite 101, Jeffersonville, IN 47130 and 4175 Westport Road, Suite 100, Louisville, KY 40207; Approximately 90% of Mr. Wagner's time is spent in an Investment Advisor Representative capacity and the balance as a Registered Representative. 9. PNSC LLC, Investment-related- No; 600 W. Main St Louisville, KY 40202; Nature- Vacation Rental Property; Position/Title- Co-owner; Start date- 4.15.24; Approximately 1 hour per month; 0 during trading hours; Description- Manage Property
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Wagner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 22, 2018 - Present
OXINAS PARTNERS WEALTH MANAGEMENT
Office #1: 607 North Shore Drive Suite 101, Jeffersonville, IN 47130Office #2: 4175 Westport Road, Suite 100, Lousville, KY 40207RIA
CRD#: 297462
Jeffersonville, IN
Current
August 24, 2018 - Present
M. S. HOWELLS & CO.
Office #1: 607 North Shore Drive Suite 101, Jeffersonville, IN 47130Office #2: 4175 Westport Road Suite 100, Louisville, KY 40207BD
CRD#: 104100
Jeffersonville, IN
Past
December 2, 2009 - August 30, 2018
WADDELL & REED
RIA
CRD#: 866
JEFFERSONVILLE, IN
Past
December 2, 2009 - August 30, 2018
WADDELL & REED
BD
CRD#: 866
JEFFERSONVILLE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC
CRD#: 297462 / SEC#: 801-113877
RIA
Registered Investment Advisory firm - (8/22/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/20/2020)
RR
California(8/24/2018)
RR
Colorado(8/6/2024)
RR
Florida(8/24/2018)
RR
Illinois(4/20/2020)
IAR
Indiana(8/22/2018)
RR
Indiana(8/24/2018)
RR
Kentucky(8/24/2018)
IAR
Kentucky(5/25/2021)
RR
Massachusetts(9/30/2021)
RR
Montana(6/24/2019)
RR
New Jersey(12/3/2019)
RR
New York(12/3/2019)
RR
Ohio(4/18/2019)
RR
Pennsylvania(4/22/2019)
RR
Tennessee(4/22/2019)
RR
Texas(4/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC
CRD#: 297462 / SEC#: 801-113877
RIA
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Contact information
Main Address
607 North Shore Drive Suite 101, Jeffersonville, IN 47130
Mailing Address
Phone number
(812) 725-8649
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,706 |
| AUM (Assets Under Management) | $ 344,596,274 |
Red Flags
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Company Information
OXINAS PARTNERS WEALTH MANAGEMENT
CRD#: 297462Jeffersonville, IN 47130TRUST BUT VERIFY
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