Best Investors Account Sign in

Troy Wagner

Cliftonlarsonallen Wealth Advisors, LLC

Wauwatosa, WI

Minneapolis, MN

Claim This Profile
Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-11-13
  • WI RA
    APPROVED
    Since 2024-11-13

Branch Locations

10401 West Innovation Drive Suite 300, Wauwatosa, WI 53226 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • 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
Nicolet High School Glendale WI 06/2015 06/2019
University Of Wisconsin-Madison Madison WI 06/2019 05/2023
University Of Wisconsin-Madison Madison WI 06/2021 05/2023
Unemployed Glendale WI 05/2023 06/2023
Cliftonlarsonallen Wealth Advisors, Llc Wauwatosa WI 06/2023 Present
  • 06/2015 → 06/2019
    Nicolet High School
    Glendale, WI
  • 06/2019 → 05/2023
    University Of Wisconsin-Madison
    Madison, WI
  • 06/2021 → 05/2023
    University Of Wisconsin-Madison
    Madison, WI
  • 05/2023 → 06/2023
    Unemployed
    Glendale, WI
  • 06/2023 → Present
    Cliftonlarsonallen Wealth Advisors, Llc
    Wauwatosa, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2023-11-17
Other Names
  • Troy Andrew Wagner

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CURI CAPITAL, LLC
AFFILIATED FINANCIAL ADVISORS INC
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
HARBOUR INVESTMENTS, INC.
J. W. COLE ADVISORS, INC.

Other Investors

FRANK ANTHONY MULARZ III
Alicia Brooke Lantz
Andrew Lee Kroll
Edward August Behling
David Edward Koehler
DANIEL JOSEPH MATOLA
BRIAN ARTHUR JANECKE
JASON VERN VOELKER

Other Offices

LPL FINANCIAL LLC · WAUWATOSA, WI
U.S. BANCORP ADVISORS, LLC · Wauwatosa, WI
CURI CAPITAL, LLC · Milwauikee, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI
CETERA INVESTMENT ADVISERS LLC · WAUWATOSA, WI
PACKERLAND BROKERAGE SERVICES, INC. · WAUWATOSA, WI
HARBOUR INVESTMENTS, INC. · MILWAUKEE, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI

More in Wauwatosa, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor