Professional

At Colorado School of Mines I studied business and economics with an engineering background. I found myself drawn to the investment and security world. After college I took a job with Charles Schwab. After a year of great training and exposure to the financial world as a broker for Charles Schwab, I wanted to work for a company where I could develop more personal relationships with my clients and really help them with their financial security. Northwestern Mutual provides me with opportunity to help my clients with everything from risk management to wealth accumulation and preservation.  

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Austin earned his CFP® in December of 2011 from The CFP® Board

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®)

Austin earned his CLU® in January of 2013 from The American College

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

Austin earned his ChFC® in February of 2011 from The American College

The Chartered Financial Consultant (ChFC®) designation prepares professionals to perform comprehensive financial planning for their clients. This designation focuses on the financial planning process as an organized way to collect and analyze a client’s financial situation, identify and establish specific financial goals, and formulate, implement and monitor the plan that will achieve clients’ financial goals.

Chartered Advisor for Senior Living (CASL®)

Austin earned his CASL® in May of 2014 from The American College

A CASL® is a financial services expert who has dedicated him or herself to helping their clients prepare for retirement. Having completed an advanced five-course academic curriculum and met the experience and ethics requirements as set forth by The American College.

Austin Allan Wagner, CFP®, ChFC®, CLU®, CASL®
Wealth Management Advisor


Wagner Wealth Management Group

 

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