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MM

Mariah L. Magness

MAGNESS WEALTH MANAGEMENT
TIONESTA, PA
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CRD#: 7980740
MM
Mariah Lynn MagnessMAGNESS WEALTH MANAGEMENT

Professional summary

Mariah Lynn Magness is a registered financial advisor currently at MAGNESS WEALTH MANAGEMENT located in Tionesta, Pennsylvania.

Mariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Mariah has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
the name of the other business; House/Farm Sitting whether the business is investment-related; Not Investment Related the address of the other business; 20806 Route 208 TIONESTA, PA 16353 the nature of the other business; House/Farm Sitting your position; title, or relationship with the other business; Owner the start date of your relationship; 07/2012 the approximate number of hours/month you devote to the other business; does not take more than 20% of her time the number of hours you devote to the other business during securities trading hours; does not take more than 20% of her time and briefly describe your duties relating to the other business; Maintains properties and cares for animals while owners are away.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mariah Lynn Magness'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

July 28, 2026 - Present

MAGNESS WEALTH MANAGEMENT

RIA
CRD#: 343330
TIONESTA, PA
Past

February 5, 2026 - June 17, 2026

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SENECA, PA
Past

September 15, 2025 - June 17, 2026

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SENECA, PA
Past

June 16, 2025 - September 23, 2025

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Seneca, PA

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
(7/28/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/4/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/4/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2025
Securities Industry Essentials Examination

Current Firm

MW
MAGNESS WEALTH MANAGEMENT
MAGNESS WEALTH MANAGEMENT | MAGNESS WEALTH MANAGEMENT LLC

CRD#: 343330 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (7/28/2026 Approved)
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Contact information

Main Address
Tionesta, PA
Mailing Address
Phone number
(814) 221-7109
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAGNESS WEALTH MANAGEMENT

CRD#: 343330Tionesta, PA

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