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Blake Malone Wagner

Wagner Wealth Management

Houston, TX

CRD 8217312

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Employer firm

Wagner Wealth Management CRD 340472

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Market timing
  • SUBSCRIPTION SERVICES

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

Current Employers
Wagner Wealth Management

Houston, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
  • TX RA
    APPROVED
    Since 2026-03-20

Branch Locations

Houston, TX • 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
N/A Houston TX 01/2016 04/2017
Vacations To Go Houston TX 05/2017 08/2018
N/A San Marcos TX 08/2018 06/2019
Je Compliance Services, Inc. Austin TX 06/2019 08/2024
Self-Employed Houston TX 09/2024 12/2025
Wagner Wealth Management Houston TX 12/2025 Present
  • 01/2016 → 04/2017
    N/A
    Houston, TX
  • 05/2017 → 08/2018
    Vacations To Go
    Houston, TX
  • 08/2018 → 06/2019
    N/A
    San Marcos, TX
  • 06/2019 → 08/2024
    Je Compliance Services, Inc.
    Austin, TX
  • 09/2024 → 12/2025
    Self-Employed
    Houston, TX
  • 12/2025 → Present
    Wagner Wealth Management
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-06
  • S65 Uniform Investment Adviser Law Examination
    2025-11-06
Other Names
  • Blake Wagner

View on SEC IAPD

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