Elijah Wagner

GREENSTONE WEALTH MANAGEMENT

FOREST CITY, IA 50436

CRD#: 8147496

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Professional summary

Elijah Wagner is a registered financial advisor currently at GREENSTONE WEALTH MANAGEMENT located in Forest City, Iowa.

Elijah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Elijah has worked at 1 firm and has passed the Series 65 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elijah 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

August 25, 2025 - Present

GREENSTONE WEALTH MANAGEMENT

Office #1: 101 N Clark St, Forest City, IA 50436

RIA

CRD#: 305311

FOREST CITY, IA

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

Iowa
(8/25/2025)

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 65

Date: 8/23/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/3/2025

Securities Industry Essentials Examination

Current Firm

GREENSTONE WEALTH MANAGEMENT

GREENSTONE WEALTH MANAGEMENT | GREENSTONE WEALTH MANAGEMENT, LLC

CRD#: 305311 / SEC#:

Iowa

Registered Investment Advisory firm - (9/9/2019 Approved)

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Contact information

Main Address

101 N Clark St, Forest City, IA 50436

Mailing Address

Po Box 403, Forest City, IA 50436

Phone number

(641) 585-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 43,626,980

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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Elijah Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GREENSTONE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2025

SIE

Date: 4/3/2025

Current Firm

GREENSTONE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENSTONE WEALTH MANAGEMENT

TRUST BUT VERIFY

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