Taylor Wagner

Current Employers

Employment History

• 01/2013 → 04/2017
  Student
  Provo, UT
• 05/2017 → 08/2020
  Kpmg
  Salt Lake City, UT
• 10/2021 → Present
  Valued Wealth Advisors, Llc
  Holladay, UT
• 11/2020 → 07/2023
  Independent Financial Group, Llc
  San Diego, CA
• 01/2021 → 01/2023
  Vonderharr Wagner Associates
  Salt Lake City, UT
• 01/2023 → Present
  Interwise Tax, Llc
  Holladay, UT
• 10/2023 → Present
  Chauner Securities, Inc.
  Northbrook, IL

Previous Registrations

• 2021-01-05 → 2023-07-17
  Independent Financial Group, Llc
  Holladay, UT

Other Businesses

(1) VALUED WEALTH ADVISORS - INSURANCE SALES POSITION: Producer NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes, NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2020 ADDRESS: 3115 East Lion Lane, Ste 160, Holladay UT 84121, United States DESCRIPTION: Sell life and health insurance to prospective clients. (2) VALUED WEALTH ADVISORS, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes, NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 10/25/2021 ADDRESS: 3115 East Lion Lane, Ste 160, Holladay UT 84121, United States DESCRIPTION: IAR at SEC registered investment adviser. (3) WAGNEC, LLC POSITION: Partial Owner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/29/2018 ADDRESS: 2774 Delsa Drive, Salt Lake City UT 84124, United States DESCRIPTION: Passive owner (4) INTERWISE POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/10/2023 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: DBA name for Valued Wealth Advisors, LLC. (5) INTERWISE TAX POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes, NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/10/2023 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Preparation and filing of tax returns (6) TAYLOR WAGNER MUSIC PERFORMANCE POSITION: Employee NATURE: Band Membership INVESTMENT RELATED: No NUMBER OF HOURS: <10 SECURITIES TRADING HOURS: 0 START DATE: 04/2024 ADDRESS: N/A - Various Venues DESCRIPTION: Participate in a band performing music

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25