Sandra J. Wagner

Current Employers

Employment History

• 03/2009 → 11/2017
  Sii Investments, Inc.
  Portland, OR
• 11/2017 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2022
  Securities America, Inc.
  Lake Oswego, OR
• 11/2020 → 06/2022
  Securities America Advisors, Inc.
  Lake Oswego, OR
• 07/2011 → 05/2022
  Wagner Financial, Llc (D/B/A Wagner Planning)
  Lake Oswego, OR
• 05/2022 → Present
  Wagner Financial, Llc (D/B/A Wagner Planning)
  Lake Oswego, OR
• 06/2022 → Present
  Private Client Services
  Lake Oswego, OR

Previous Registrations

• 2020-11-06 → 2022-05-31
  Securities America Advisors, Inc.
  Lake Oswego, OR
• 2017-11-01 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Lake Oswego, OR
  Seattle, WA
• 2009-03-20 → 2017-11-01
  Sii Investments, Inc.
  Portland, OR
  Lake Oswego, OR
• 2003-04-17 → 2005-08-29
  Morgan Stanley Dw Inc.
  Lake Oswego, OR

Other Businesses

1) WAGNER FINANCIAL LLC DBA WAGNER PLANNING. 4260 GALEWOOD STREET, SUITE A, LAKE OSWEGO, OR 97035. RIA. 160 HRS/MO; 100 DURING TRADING HRS. 2) INSURANCE SALES. 4260 GALEWOOD STREET, SUITE A, LAKE OSWEGO, OR 97035. 2 HRS/MO; 0 DURING TRADING HRS. 3) VERITAS SCHOOL-BOARD POSITION. VERITAS SCHOOL 26288 NE BELL RD, NEWBERG, OR 97132. PRIVATE SCHOOL. CHAIR OF FINANCE-BOARD MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-27

Designations

Other Names

• Sandra Jean Gaskill
• Sandra J. Wagner