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 working out of Dayton, Ohio, who has been in the industry for 10 years. Wagner works at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at World Group Securities, Inc, Wright Patterson Air Force Base, World Financial Group, Inc, Ohio University, Transamerica Financial Advisors, Inc and Junior Achievement. Wagner has a Series 63 license, designating them as a securities broker, and is registered to advise clients in Ohio. Transamerica Financial Advisors, Inc is a business based out of Dayton, Ohio. The company has offices in 304 locations and a total of 1,274 advisors. It has $973 million in assets under management among its 22,673 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Transamerica Financial Advisors, Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

10 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

170 E. Spring Valley Pike Suite A
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 10 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

2008 - 2009 (1 year)

Ohio University

Disclosures

Ryan Wagner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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