Nickolas
Wagner

Mml Investors Services, LLC

CRD#6076788
Investment Advisor
in Atlanta, GA
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About this Advisor

Nickolas Wagner is a certified financial planner working in Atlanta, Georgia, who has 13 years of professional experience. Wagner currently works for Mml Investors Services, LLC. Throughout their career, Wagner has worked at World Of Wings, Mass Mutual, Mml Investors Services, Publix, Etowah High School and Georgia State University. Wagner maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Mml Investors Services, LLC is a company operating in Atlanta, Georgia. The company has offices in 1,335 locations and a total of 8,095 financial advisors. It has $29 billion in total assets across its 238,365 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 512 charities and foundations. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services are provided. However, fee types billed by Mml Investors Services, LLC can consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7000 Peachtree Dunwoody Road Bldg 12 Suite 200
Atlanta, GA 30328

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

GA Average: $16,012,751,954
Total Number of Employees

7,805

GA Average: 118
Total Number of Accounts

185,684

GA Average: 4,567
Average Account Size

$162,035

GA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nickolas Wagner Work History

Nickolas has 13 years of experience.

2012 - Present (7 years)

Mass Mutual

2012 - Present (7 years)

Mml Investors Services

2012 - Present (7 years)

Publix

2011 - 2012 (1 year)

World Of Wings

2009 - 2012 (3 years)

Georgia State University

2005 - 2009 (4 years)

Etowah High School

Disclosures

Nickolas Wagner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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