Parker
Wagner
Interwise
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About this Advisor
Parker Wagner is a financial advisor based in Salt Lake City, Utah, working with Interwise. Parker has previously held positions at Church Of Jesus Christ, Student, Valued Wealth Advisors, Elite It Solutions, Vision Real Estate, Independent Financial Group, Valued Wealth Advisors, LLC, Interwise Tax, LLC, and Chauner Securities, Inc. Parker has passed the Series 66 regulatory exam and is registered to provide services in Utah and Washington. Currently, Parker is part of Interwise, which operates out of Salt Lake City, Utah. The firm has 4 employees and manages assets totaling $230.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Interwise includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Interwise Brokerage Details
$230,277,509
4
936
$246,023
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
Parker Wagner Work History
Interwise Tax, LLC
Chauner Securities, Inc
Valued Wealth Advisors, LLC
Vision Real Estate
Independent Financial Group
Independent Financial Group
Valued Wealth Advisors, LLC
Student
Valued Wealth Advisors
Elite It Solutions
Church Of Jesus Christ
Student
Disclosures
Please visit the SEC profile of Parker 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 Interwise
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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