Topline | Suzanne Wagner

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Suzanne Wagner

Investment Advisor Representative at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wagner Investment Group</span>

Intro Book

Seasoned financial professional with 36 years of experience in investments and wealth management.

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Location

Cedar Rapids, Iowa, United States, US

Skills

Iras
Retirement Planning
Investments
Securities
Strategic Financial Planning
Financial Planning
Portfolio Management
Wealth Management
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Suzanne has 36 years of experience in the financial industry, which is a significant amount of time. She has held various roles, including Investment Advisor Representative and Registered Representative, which suggests a strong understanding of financial products and services. Her education from the University of Iowa adds to her credibility. Location is Cedar Rapids, Iowa, which is a mid-sized city with a relatively lower cost of living. Financial professionals with her level of experience in the Midwest might charge lower rates compared to those in major cities like New York or San Francisco. Considering her extensive experience and education, I estimate her hourly rate to be around $125, which is slightly below the national average for financial advisors in the United States.

Bio

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Topline AI

Suzanne Wagner is a seasoned financial professional with 36 years of experience in investments, retirement planning, and wealth management. She has held various roles at Wagner Investment Group and Berthel Fisher & Company Financial Services, including Investment Advisor Representative, Registered Representative, Operations Manager, and Insurance Administrator. Wagner holds a BBA degree from the University of Iowa.

Experience

Wagner Investment Group
- Investment Advisor Representative
  - Nov 1987 - Present
Berthel Fisher & Company Financial Services
- Registered Representative
  
  Jul 1994 - Sep 2001
- Operations Manager
  
  Aug 1990 - Jul 1994
- Insurance Administrator
  
  Nov 1987 - Jul 1990

Education

1983 - 1988

University of Iowa

1983 - 1988

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Suzanne Wagner

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate