Brett
Wagner

Touchstone Advisors Inc

CRD#5793569
Investment Advisor
in Cincinnati, OH

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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

Series 63, Series 66

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

OH Average: $2,106,341,625
Total Number of Employees

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Brett Wagner Work History

2018 - Present (6 years)

Touchstone Securities, Inc

2017 - 2018 (1 year)

Fifth Third Securities

2013 - 2017 (4 years)

Ifs Financial Services

2013 - 2017 (4 years)

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

Emily Barnes
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Sami Oudeh
Cincinnati, OH
Jacob Willis
Cincinnati, OH
Anthony Resendes
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Cody Owens
Cincinnati, OH
Daniel Downing
Cincinnati, OH

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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