DW
Duane W. Wagner
TIP GROUP LLC
Houston, TX 77064
Some features on this profile are disabled
CRD#: 7869167
DW
Professional summary
Duane William Wagner, who also goes by Tehrrek Fitzpatrick, is a registered financial advisor currently at TIP GROUP LLC located in Houston, Texas.
Duane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Duane has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tehrrek Fitzpatrick
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.
I have several investments as a limited partner in real estate. I'm invested in a number of companies. Lions Guide - passive investor. Company profile is to provide leadership and execution training for business owners. 3 Stripes Financial - LLC used to operate current insurance business. Blue Mallard Digital - digital marketing firm of which i'm a passive investor 3 Stripes Management, LLC; Investment related: Yes; 9815 Willow Crossing Dr Houston Texas 77064 United States; Owner of properties in Texas, Indiana, and Maryland; President/Owner; 2016-04-19; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 25; Tenant management, rental management. WDIT, Inc dba Corsica Technologies; Investment related: No; 9815 WILLOW CROSSING DR HOUSTON TX 77064 United States; IT services company. Controlling interest was sold to private equity and remaining investment is passive with no business involvement.; Owner; 2003-04-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; No daily responsibilities.
CRS (Client Relationship Summary) - RIA
Click below to view Duane William 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
March 11, 2024 - Present
TIP GROUP LLC
Office #1: 20405 State Highway 249 Suite 640, Houston, TX 77064RIA
CRD#: 322053
Houston, TX
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
Indiana(10/1/2025)
IAR
Texas(3/11/2024)
Current Firm
TG
TIP GROUP LLC
PROVESTOR LLC | TIP GROUP LLC
CRD#: 322053 / SEC#:
Indiana
Registered Investment Advisory firm - (10/1/2025 Approved)Louisiana
Registered Investment Advisory firm - (4/23/2024 Approved)Texas
Registered Investment Advisory firm - (9/6/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1800 W. Loop S Suite 1800, Houston, TX 77027
Mailing Address
Phone number
(713) 969-4500
Established
Firm type
Fiscal year end
# of Employees
14
Regulatory assets under management
| Total Number of Accounts | 519 |
| AUM (Assets Under Management) | $ 36,251,612 |
Red Flags
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