Robert Derrick Wagner

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2023 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 07/1990 → 01/2023
  Us Army
  Fort Knox, KY

Other Businesses

I am currently still employed with the US Army as an active duty Soldier. I am currently on terminal leave, with an approved retirement day of 31 January 2023. I will enter the retirement roles officially on 01 February 2023. I will have completed 32 years and 6 months and 7 days with the US Army, of which the last 27 years and 1 month were on active duty. My final position was as the Deputy G2 - Intelligence for the US Army Training and Doctrine Command, where I was stationed at Fort Leavenworth, Kansas.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21

Other Names

• Rob Wagner