TW
Taylor Wagner
CRD 7286304
Firms
| Firm | Role | As of |
|---|---|---|
| Valued Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Valued Wealth Advisors, Llc
Chief Compliance Officer · Less than 5% · Jun 2024
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Valued Wealth Advisors, Llc
General Partner · GP / trustee / elected manager · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗