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Our financial advice team


J.R. Wagner, Private Wealth Advisor serving the Glendale, AZ area - Ameriprise Advisors

J.R. Wagner

CRPC, APMA

Private Wealth Advisor

Tarian Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.7 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Insurance
  • Saving for Education
  • Women's Financial Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Business & Finance - West Virginia Wesleyan College

Awards & recognition

  • Ameriprise Circle of Success, 2006-12, 2018-2023
  • Five Star Wealth Manager, 2017-2021
  • Ameriprise Circle of Success Diamond Ring, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Serve as a mentor & advocate for high school age young men
  • Horses Help
  • Scott Libby Elementary
  • Arizona Christian School Tuition Organization
  • American Cancer Society

Interests

  • Enjoying time with family & friends
  • Riding horses & camping
  • Fishing the San Juan River
  • Spending time on "the ranch" tending to the horses, cattle, & chickens
  • Avid football fan