Sandra J. Wagner, CFP^®

Financial Consultant

Wagner Planning

5285 Meadows Rd Ste 310
Lake Oswego, OR 97035

FINANCIAL ADVISOR'S WEBSITE

www.wagnerplanning.com

(503) 342-0038 CONNECT WITH Sandra

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Sandra will typically bill hourly for her expertise and/or charge a percentage of assets under management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Sandra Wagner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wagner Planning in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

Sandra specializes in helping people manage sudden wealth from inheritances, settlements, retirement or other life-changing events. She takes the fear out of finance and works hard to make her clients’ financial lives easier and more structured. She is a native Oregonian and graduate of George Fox University, with a BS in Business and Economics, Summa Cum Laude.

Sandra and her husband Mark have been married since 2000 and live in Newberg with their daughters Reatta, Reagan, & Realyn.

Financial Advisor Experience

Sandra is well established in the financial planning industry, working as a planner since 2001. She gained a majority of her training and knowledge through her time with Morgan Stanley and A.G. Edwards before starting her own practice in 2009.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: OR, WA
Health/disability insurance: OR
Fixed annuities: OR
Variable annuities: OR

Broker-Dealer Affiliation

KMS Financial Services, Inc.

Broker-Dealer Disclaimer

Securities and advisory services offered through KMS Financial Services, Inc. ®, members FINRA (http://finra.org)/SIPC (http://www.sipc.org) and an SEC Registered Investment Advisor. KMS and Wagner Planning are separate companies.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances