Hanna Justine Wagner

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  First Interstate Bancsystem Inc.
  Billings, MT
• 09/2020 → Present
  Lpl Financial
  Billings, MT

Other Businesses

1- 09/2020 / First Interstate Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Billings, MT 2- 02/2005 / First Interstate Wealth Management / Financial Institution Duty / Investment Related / Billings, MT 3- 07/06/2023 - Yellowstone County MT Tax Appeals Board - Not Investment Related - Billings. MT - Non-Profit Board Member - Start Date 3/01/2023 - 2 Hours Per Month/ 2 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-05-26