Ryan
Wagner

Transamerica Financial Advisors, Inc

CRD#5741347
Investment Advisor
in Dayton, OH

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About this Advisor

Ryan Wagner is a financial advisor operating in Dayton, Ohio, who has been in the financial industry for 10 years. Wagner works at Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at World Group Securities, Inc, Wright Patterson Air Force Base, World Financial Group, Inc, Transamerica Financial Advisors, Inc and Junior Achievement. Wagner holds a Series 63 license, which qualifies them as a securities broker, and is able to operate in Ohio. Transamerica Financial Advisors, Inc is a registered investment business that has its headquarters in Dayton, Ohio. The investment advisory business has offices in 312 locations and a total of 1,271 financial advisors. It oversees $1 billion in total assets between its 45,703 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 45,703 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Transamerica Financial Advisors, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Transamerica Financial Advisors, Inc may include asset-based and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

8153 Garnet Drive
Dayton, OH 45458

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

OH Average: 62
Total Number of Accounts

45,703

OH Average: 2,474
Average Account Size

$22,222

OH Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Wagner Work History

Ryan has 11 years of experience.

2013 - Present (7 years)

Junior Achievement

2012 - Present (8 years)

Transamerica Financial Advisors, Inc

2009 - Present (11 years)

World Financial Group, Inc

2009 - 2012 (3 years)

World Group Securities, Inc

2009 - 2012 (3 years)

Wright Patterson Air Force Base

Disclosures

Ryan Wagner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Richard Christman
Duluth, GA
Avi Crane
Laguna Hills, CA
Amanda Ryba
San Jose, CA
John Belanger
Calabasas, CA
Weijun Zhang
Plainsboro, NJ
Juan Aguilar
Renton, WA
Sinwai Lee
Greenbelt, MD
James Ritchie
Dayton, OH

This content was compiled from the SEC and FINRA.

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