Camrie
Wagner

Life Planning Partners, Inc

CRD#7138766
Investment Advisor
in Jacksonville, FL

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About this Advisor

Camrie Wagner is a financial advisor based in Jacksonville, Florida, working with Life Planning Partners, Inc. Camrie has previously held positions at Life Planning Partners, Cgn Advisors, Miller Financial Group, Kansas State University Department Of Facilities, Kansas State University, Burlington Recreation Commission, Burlington Usd #244, and Citizens State Bank. Camrie is registered to provide services in Florida. Currently, Camrie is part of Life Planning Partners, Inc, which operates out of Jacksonville, Florida. The firm has 6 employees and manages assets totaling $273.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Life Planning Partners, Inc includes hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Hourly Charges, Fixed Fees

Office Location

6550 St. Augustine Road Suite 302
Jacksonville, FL 32217-2847

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Life Planning Partners, Inc Brokerage Details

Total Assets Under Management

$273,795,405

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

536

FL Average: 2,474
Average Account Size

$510,812

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Camrie Wagner Work History

2021 - Present (3 years)

Life Planning Partners

2020 - 2021 (1 year)

Cgn Advisors

2019 - 2019 (< 1 year)

Miller Financial Group

2019 - 2019 (< 1 year)

Kansas State University Department Of Facilities

2018 - 2021 (3 years)

Kansas State University

2015 - 2019 (4 years)

Burlington Recreation Commission

2015 - 2018 (3 years)

Citizens State Bank

2006 - 2018 (12 years)

Burlington Usd #244

Disclosures

Please visit the SEC profile of Camrie Wagner 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 Life Planning Partners, Inc

Brett Lozowski
Jacksonville, FL
Camrie Wagner
Jacksonville, FL
Carolyn Mcclanahan
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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