TW
Taylor Wagner
INTERWISE
HOLLADAY, UT 84121
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CRD#: 7286304
TW
Professional summary
Taylor Wagner is a registered financial advisor currently at INTERWISE located in Holladay, Utah and CHAUNER SECURITIES, INC. located in Holladay, Utah.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Taylor has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
(1) VALUED WEALTH ADVISORS - INSURANCE SALES POSITION: Producer NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes, NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2020 ADDRESS: 3115 East Lion Lane, Ste 160, Holladay UT 84121, United States DESCRIPTION: Sell life and health insurance to prospective clients. (2) VALUED WEALTH ADVISORS, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes, NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 10/25/2021 ADDRESS: 3115 East Lion Lane, Ste 160, Holladay UT 84121, United States DESCRIPTION: IAR at SEC registered investment adviser. (3) WAGNEC, LLC POSITION: Partial Owner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2018 ADDRESS: 2774 Delsa Drive, Salt Lake City UT 84124, United States DESCRIPTION: Passive owner (4) INTERWISE POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/10/2023 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: DBA name for Valued Wealth Advisors, LLC. (5) INTERWISE TAX POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes, NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/10/2023 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Preparation and filing of tax returns (6) TAYLOR WAGNER MUSIC PERFORMANCE POSITION: Employee NATURE: Band Membership INVESTMENT RELATED: No NUMBER OF HOURS: <10 SECURITIES TRADING HOURS: 0 START DATE: 04/2024 ADDRESS: N/A - Various Venues DESCRIPTION: Participate in a band performing music
CRS (Client Relationship Summary) - RIA
Click below to view Taylor 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
October 27, 2021 - Present
INTERWISE
Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121RIA
CRD#: 316746
HOLLADAY, UT
Current
October 4, 2023 - Present
CHAUNER SECURITIES, INC.
Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121BD
CRD#: 10075
Holladay, UT
Past
January 5, 2021 - July 17, 2023
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
HOLLADAY, UT
Past
November 4, 2020 - July 17, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
HOLLADAY, UT
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".
IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC
CRD#: 316746 / SEC#: 801-122564
RIA
Registered Investment Advisory firm - (10/27/2021 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
IAR
Texas(10/27/2021)
IAR
Utah(10/27/2021)
RR
Utah(10/4/2023)
IAR
Washington(10/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC
CRD#: 316746 / SEC#: 801-122564
RIA
Registered Investment Advisory firm - (10/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3115 East Lion Lane Suite 160, Holladay, UT 84121
Mailing Address
Phone number
(801) 484-6004
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 960 |
| AUM (Assets Under Management) | $ 273,227,968 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
