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Russ Wagner
Investment Adviser Representative
OFFICE: 515.745.3720

MOBILE: 515.745.3720


SERVICE AREA:
National
OFFICE LOCATION
111 NW 2nd, Suite 200, Stuart, IA 50250


HOURS
M-Th 8:00am - 5:00pm
Friday - 8:00am - 1:00pm
Saturday - By Appointment
CONNECT WITH ME:
Welcome

Thank you for your trust and confidence. First and foremost our job is to educate. Knowledge is power.

As an Independent Client-First Fiduciary Retirement Adviser our strategy is to work WITH YOU. We strive to keep things simple.

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.

We understand that and the importance of your independence in retirement.

Thank you for your consideration, trust and friendship.

Russ Wagner

P.S. Email me at Russ@WagnerIRA.com to be put on my monthly E-Newsletter.

 

Areas of Focus
  • Planning & Investing for Retirement
  • Investment Management
  • IRA Distribution Planning
  • Social Security Maximization
  • Asset-based Long Term Care Planning
  • Life Insurance Solutions
  • Pension Maximization
  • Predictable Lifetime Income Solutions
  • Tax Reduction Strategies
  • 401(k), IRA, TSA, 403(b) Rollovers
  • Required Minimum Distribution (RMD) Planning
  • Wealth Transfer & Preservation
  • Medicare Solutions
Interests & Community Participation
  • Stuart Chamber of Commerce VP
  • Stuart Revitalization Committee VP
  • Library Foundation Board Member
  • Scoop the Loop Participant
  • Hunting, Fishing, Golf, Traveling, Reading
  • Church
Experience
  • Investment Adviser Representative with Royal Fund Management
  • 30+ years in the Financial Services Industry
  • Income Planning Expert
  • 401(k) Specialist
  • National Speaker
  • Founder, Wagner Investment & Retirement Advisors, LLC.
Associations
  • National Ethics Bureau
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