Bonnie
Wagner

Frost Investment Services

CRD#4015439
Investment Advisor
in Austin, TX
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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

Series 63, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3525 Far West Blvd.
Austin, TX 78731

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Frost Investment Services Brokerage Details

Total Assets Under Management

$1,136,908,881

TX Average: $3,042,739,679
Total Number of Employees

91

TX Average: 49
Total Number of Accounts

922

TX Average: 2,315
Average Account Size

$1,233,090

TX Average: $1,314,358

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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.

2017 - Present (2 years)

Frost Investment Services

2016 - Present (3 years)

Frost National Bank

1999 - Present (20 years)

Frost Brokerage Services

Disclosures

Bonnie Wagner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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