Brett
Wagner
Touchstone Advisors Inc
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About this Advisor
Brett Wagner is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Brett has previously held positions at Ifs Financial Services, Touchstone Securities, Fifth Third Securities, and Touchstone Securities, Inc. Brett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Brett is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Touchstone Advisors Inc Brokerage Details
$26,738,929,617
84
39
$685,613,580
Investment Advisory Services
- Portfolio management for investment companies
- Selection of other advisers
Brett Wagner Work History
Touchstone Securities, Inc
Fifth Third Securities
Ifs Financial Services
Touchstone Securities
Disclosures
Please visit the SEC profile of Brett 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 Touchstone Advisors Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Stewart Manor, NY
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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