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Kurtis J Wagner

Raymond James & Associates, Inc.

Carmel, IN

CRD 8029817

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-16
  • IN RA
    APPROVED
    Since 2025-12-16

Branch Locations

10401 N Meridian Street Suite 205, Carmel, IN 46290 • 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
Raymond James & Associates Carmel IN 01/2025 10/2025
Raymond James & Associates Carmel IN 10/2025 Present
Walmart Springfield IL 07/2024 12/2024
Full-Time Education Springfield IL 12/2023 06/2024
Ymca Springfield IL 06/2022 11/2023
Full-Time Education Springfield IL 08/2021 05/2022
Mission Bbq Springfield IL 12/2020 07/2021
Full-Time Student Springfield IL 08/2020 11/2020
Cooper's Hawk Oak Park IL 11/2019 07/2020
Cannova's Freeport IL 10/2016 10/2019
Full-Time Education Freeport IL 07/2019 09/2019
Unemployed Freeport IL 07/2016 09/2016
  • 01/2025 → 10/2025
    Raymond James & Associates
    Carmel, IN
  • 10/2025 → Present
    Raymond James & Associates
    Carmel, IN
  • 07/2024 → 12/2024
    Walmart
    Springfield, IL
  • 12/2023 → 06/2024
    Full-Time Education
    Springfield, IL
  • 06/2022 → 11/2023
    Ymca
    Springfield, IL
  • 08/2021 → 05/2022
    Full-Time Education
    Springfield, IL
  • 12/2020 → 07/2021
    Mission Bbq
    Springfield, IL
  • 08/2020 → 11/2020
    Full-Time Student
    Springfield, IL
  • 11/2019 → 07/2020
    Cooper's Hawk
    Oak Park, IL
  • 10/2016 → 10/2019
    Cannova's
    Freeport, IL
  • 07/2019 → 09/2019
    Full-Time Education
    Freeport, IL
  • 07/2016 → 09/2016
    Unemployed
    Freeport, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15

View on SEC IAPD

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