Wagner Loftin Investment Services LLC

Overview

Wagner Loftin Investment Services LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2004. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and the business also operates a registered representative relationship with a broker-dealer and conducts insurance brokerage. Wagner Loftin is not structured as a capital allocator or fund sponsor, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices