Kyle S. Wagner

WAGNER WEALTH MANAGEMENT,

CONYNGHAM, PA 18219

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CRD#: 5941923

Professional summary

Kyle Scott Wagner, CFP®, who also goes by Kyle S Wagner, is a registered financial advisor currently at WAGNER WEALTH MANAGEMENT, CORP. located in Conyngham, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle S 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) CRZYPCK HOLDINGS, LLC; INVESTMENT RELATED; HAZLETON,PA; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; PASS THROUGH FOR TAX PURPOSES. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 10/2023. Hrs/month 5 all during trading hours. Life Insurance, LTC Insurance, Annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Scott Wagner's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 12, 2023 - Present

WAGNER WEALTH MANAGEMENT, CORP.

Office #1: 314 S. Main St., Suite A, Conyngham, PA 18219

RIA

CRD#: 324196

CONYNGHAM, PA

Past

October 6, 2023 - March 28, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sugarloaf, PA

Past

August 4, 2015 - October 19, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SUGARLOAF, PA

Past

August 4, 2015 - October 19, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SUGARLOAF, PA

Past

June 12, 2013 - August 4, 2015

GWN SECURITIES INC.

RIA

CRD#: 128929

WAYNE, PA

Past

May 28, 2013 - August 4, 2015

GWN SECURITIES INC.

CRD#: 128929

WAYNE, PA

Past

March 1, 2013 - May 9, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HAZLETON, PA

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".

WAGNER WEALTH MANAGEMENT, CORP.

CRD#: 324196 / SEC#: 801-130926

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Florida

Registered Investment Advisory firm - (8/20/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (9/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/20/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/3/2023)

IAR

Texas
(9/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/12/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/2013

General Securities Representative Examination

Current Firm

WAGNER WEALTH MANAGEMENT, CORP.

CRD#: 324196 / SEC#: 801-130926

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

Florida

Registered Investment Advisory firm - (8/20/2024 Terminated)

New Jersey

Registered Investment Advisory firm - (9/3/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (8/20/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2024 Terminated)

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Contact information

Main Address

314 S. Main St., Suite A, Conyngham, PA 18219

Mailing Address

Phone number

(570) 987-6244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAGNER WEALTH MANAGEMENT, CORP. ADV BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	727
AUM (Assets Under Management)	$ 104,668,634

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.

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Advisor Monitoring

Firm Stability Insights

Kyle S. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Scott Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

GWN SECURITIES INC.

GWN SECURITIES INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

WAGNER WEALTH MANAGEMENT, CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2013

Series 63

Date: 12/12/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/28/2013

Current Firm

WAGNER WEALTH MANAGEMENT, CORP.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAGNER WEALTH MANAGEMENT, CORP.

TRUST BUT VERIFY

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