Frost Investment Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Bonnie Wagner is a certified financial planner who works in Austin, Texas. Currently an investment advisor with Frost Investment Services, they have gathered 19 years of professional experience. Wagner has a Series 63 license, designating the advisor as a securities representative. Wagner is able to serve investors based out of Texas. Over the course of their career, Wagner has held roles at Frost Brokerage Services, Frost Investment Services and Frost National Bank. Frost Investment Services is headquartered in Austin, Texas, and has five additional brick-and-mortar locations across the country. Overall, Frost Investment Services oversees $1 billion in assets across 922 client accounts and employs more than 91 people. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the country. The firm manages 921 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Frost Investment Services can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Frost Investment Services Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bonnie Wagner Work History
Bonnie has 19 years of experience.
Frost Investment Services
Frost National Bank
Frost Brokerage Services
Bonnie Wagner has no disclosures.
Please visit their SEC profile for more details.