About Wagner Investment & Retirement Advisors, LLC
Founder & President
Wagner Investment & Retirement Advisors, LLC
- Investment Adviser Representative with Royal Fund Management (an SEC Registered Investment Adviser)
- Client-First Fee-Based Fiduciary
- 30+ years Financial & Retirement Services Experience
- President, Wagner Insurance & Retirement Advisors
- Member National Ethics Bureau
- Life & Health Insurance Licensed
- Income Planning Specialist
- 401(k), IRA, TSA and Retirement Plan Rollover Expert
- Married with six children
At Wagner Investment & Retirement Advisors, LLC, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.
Wagner Investment & Retirement Advisors, LLC are proud to be independent financial professionals. Being independent allows us access to a diverse set of products and solutions from a wide-range of insurance companies.
The Wagner IRA Core
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Wagner Investment & Retirement Advisors, LLC creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.
If you would like to have a conversation about your retirement strategy, please contact us online or call our West Des Moines office at 515.745.3720. There’s absolutely no cost or obligation
Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.
Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.