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Robert Martin Wagner

Wellth Advisory Services, LLC

Columbus, OH

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28

Branch Locations

Columbus, OH • United States

Shorewood, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Retirement Partners, Llc San Rafael CA 12/2020 06/2024
Meeder Financial Dublin OH 01/2015 01/2017
Strategic Retirement Partners Chicago IL 02/2017 Present
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Designations
Other Names
  • Robert Wagner

View on SEC IAPD

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