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Russ Wagner
Investment Adviser Representative
OFFICE: 515.745.3720

MOBILE: 515.745.3720

FAX: 515.224.6849


SERVICE AREA:
IA, AZ, FL, CA, LA, TX, CO, NJ
OFFICE LOCATION
5700 University Ave, Ste 250
West Des Moines, IA 50266


HOURS
M-F 8:00am - 5:00pm
CONNECT WITH ME:
Welcome

Thank you for your trust and confidence. First and foremost our job is to keep it simple.

As an Independent Client-First Fiduciary Retirement Adviser our strategy is to work WITH YOU in discovering what you have done right and what could be improved upon.

We specialize in evaluating your current situation and, if necessary, suggesting solutions. This includes evaluating and understanding your lifestyle, risks, income needs, expenses, taxes, estate planning needs, wealth transfers, charitable intentions, special needs solutions, and the time horizon going forward.

Our firm works with CPA's and Attorneys should you need their expertise to ensure all aspects of your planning needs are met.

We provide each client with a customized plan that we create TOGETHER. We do not take a cookie-cutter approach to retirement planning.

Without You there is no Us. We understand that and the importance of your independence in retirement.

Thank you for your consideration, trust and friendship.

Russ Wagner

 

 

Areas of Focus
  • Planning & Investing for Retirement
  • Predictable Lifetime Income Solutions
  • Tax Reduction Strategies
  • 401(k), IRA, TSA, 403(b) Rollovers
  • IRA Distributions
  • Required Minimum Distribution (RMD) Planning
  • Pension Maximization
  • Life Insurance
  • Wealth Transfer & Preservation
  • Social Security Maximization
  • Medicare Solutions
  • Asset-based Long Term Care
Interests & Community Participation
  • West Central Valley Art Boosters
  • WCV High School Wrestling, Soccer, Football
  • Hunting and Fishing
  • Golf
  • Traveling
  • Reading
Experience
  • Investment Adviser Representative with Royal Fund Management
  • 30+ years in the Financial Services Industry
  • Income Planning Expert
  • 401(k) Specialist
  • National Speaker
  • VP - Wholesale Operations
  • Past Board Member - Equitable CU
  • Founder, Wagner Insurance & Retirement Advisers
Associations
  • National Ethics Bureau
Royal Fund Management Office
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