Marc
Wagner

Commonwealth Financial Network

CRD#1742172
Investment Advisor
in Warrington, PA

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About this Advisor

Marc Wagner is a certified financial planner operating out of Warrington, Pennsylvania with 2 years of relevant experience. Wagner currently works for Commonwealth Financial Network. Over the course of their career, Wagner has held roles at Hd Vest Investment Services, Inc, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC, Commonwealth Financial Network and Wagner Financial Services. Wagner maintains a Series 63 license, qualifying them as a securities broker, and is approved to operate in Pennsylvania. Commonwealth Financial Network is a firm operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 financial advisors. It controls $146 billion in total assets across its 585,629 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1432 Easton Road Suite 3A
Warrington, PA 18976

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

PA Average: 118
Total Number of Accounts

585,629

PA Average: 4,567
Average Account Size

$249,965

PA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Marc Wagner Work History

Marc has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

Wagner Financial Services

1992 - 2021 (29 years)

Hd Vest Advisory Services

1992 - 2021 (29 years)

Hd Vest Insurance Agency, LLC

1987 - 2021 (34 years)

Hd Vest Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marc 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Alex Rusinowitz
Garden City, NY
Alejandro Biagiotti
Bedford, NH
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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