Andrew T. Wagner

WAGNER ROAD CAPITAL MANAGEMENT

St. Paul, MN

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CRD#: 6920742

Professional summary

Andrew Thomas Wagner is a registered financial advisor currently at WAGNER ROAD CAPITAL MANAGEMENT, LLC located in St. Paul, Minnesota.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Volunteer Manager Manager; Free Geek Twin Cities; Investment Related: No; Location: 2537 25th Ave S, Minneapolis, MN 55406; Description of the business: Free Geek Twin Cities is a Non-Profit Organization dedicated to addressing the problems of The Digital Divide and Electronic Waste in our local community through direct, tangible action.; Responsibilities Duties: Appointed as Interim Operations Manager while Free Geek Twin Cities searched for a new manager, then transitioned to a new position. Current responsibilities include onboarding, training, and managing volunteers.Start date with business: 2021-08-11; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 14; Percentage of total yearly compensation expected to be derived from the business: 80.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew 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®

None

Experience

Current

May 18, 2018 - Present

WAGNER ROAD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 293511

St. Paul, MN

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

Minnesota
(7/26/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2017

Uniform Investment Adviser Law Examination

Current Firm

WAGNER ROAD CAPITAL MANAGEMENT, LLC

CRD#: 293511 / SEC#:

Minnesota

Registered Investment Advisory firm - (7/26/2018 Approved)

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Contact information

Main Address

St. Paul, MN

Mailing Address

Phone number

(785) 410-4144

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 137,498

Red Flags

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Andrew T. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAGNER ROAD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2017

Current Firm

WAGNER ROAD CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WAGNER ROAD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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