John
Phoenix

Wagn Advisory Services, LLC

CRD#2166774
Investment Advisor
in Denver, CO

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About this Advisor

John Phoenix is a financial advisor based in Denver, Colorado, working with Wagn Advisory Services, LLC. John has previously held positions at Envestnet Asset Management, Inc, Wagn Advisory Services, LLC, Wealth Advisor Growth Network, LLC, and Advisor Insurance, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, John is part of Wagn Advisory Services, LLC, which operates out of Denver, Colorado. The firm has 2 employees and offers services including the selection of other advisers. The fee structure at Wagn Advisory Services, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1125 17Th Street Suite 270
Denver, CO 80202

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Wagn Advisory Services, LLC Brokerage Details

Total Number of Employees

2

CO Average: 28

Investment Advisory Services

  • Selection of other advisers

John Phoenix Work History

2021 - Present (4 years)

Advisor Insurance, LLC

2019 - Present (6 years)

Wagn Advisory Services, LLC

2019 - Present (6 years)

Wealth Advisor Growth Network, LLC

2010 - 2019 (9 years)

Envestnet Asset Management, Inc

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Disclosures

Please visit the SEC profile of John Phoenix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wagn Advisory Services, LLC

John Phoenix
Denver, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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