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Russell Wagner

Advisor at Royal Fund Management, LLC

Updated today

Location

Stuart, IA 50250

Credentials

Series 65

Industry experience

10 years

About

Russell Wagner is a financial advisor at Royal Fund Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at American Retirement Systems. Wagner is also an independent licensed insurance agent based in Stuart, Iowa. Royal Fund Management serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis, and offers specialized services such as options writing and access to select non-traded REITs.

Client services

Based on Royal Fund Management, LLC

Financial planning Portfolio management Selection of other advisers Sub-advisor to other advisers

Expertise

Based on Royal Fund Management, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities

Occupation focus

Based on Royal Fund Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial Planning fixed fees range from $250 to $10,000 or more

Percentage

Under $100,000 - $100,000: 2.00% $100,000 - $1,000,000: 1.50% Above $1,000,000+: 1.25% $100,000 - $250,000: 2.00% (options strategy) $250,001 - $500,000: 1.75% (options strategy) $500,001+: 1.50% (options strategy) $0 - $100,000: 0.5% quarterly (Financial Consulting Services - held away assets) Over $100,000 - $1,000,000: 0.375% quarterly (Financial Consulting Services - held away assets) Over $1,000,000+: 0.3125% quarterly (Financial Consulting Services - held away assets) $0 - $200,000: 0.25% quarterly (Participant Account Management) Over $200,000 - $500,000: 0.20% quarterly (Participant Account Management) Over $500,000+: 0.15% quarterly (Participant Account Management)

Commissions

Insurance products may pay commissions; conflicts disclosed

Project-based

Financial Planning hourly fee: $250/hour

Other

Account minimum: $100,000 for options strategy; no minimum for standard portfolio management Minimum fee: $120 per year minimum fee for Financial Consulting Services on held away assets and Participant Account Management Fee-only: Financial Planning fees: Fixed fees $250 to $10,000+; Hourly fees $250/hour

Location

111 Nw 2nd St, Suite 200

Stuart, IA 50250

Most active in

Iowa · Texas

Work history

ROYAL FUND dba WAGNER INVESTMENT & RETIREMENT ADVISORS

2016 - Present (10 years)

American Retirement Systems

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Griffin M

Series 65

Denver, CO

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Griffin Malatino is a financial advisor at Aegis Wealth Management, Inc. in Denver, Colorado, holding a Series 65 credential with three years of industry experience. He has worked at Aegis Wealth Management since 2022 and also serves as Vice President of Sales and Marketing at Aegis Financial, where he focuses on wholesaling fixed and fixed indexed annuities. Prior to this, he held roles at Stash Company and was self-employed. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, and other entities. The firm employs model portfolios managed by sub-advisers and integrates financial planning and ancillary services through dually licensed personnel.

Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Kevin H

Series 63, Series 65

Lakewood, CO

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Annuities Cash flow / budgeting Retirement income strategy College savings (529s, UTMA, etc.) Long-term care insurance
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Brandt G

Series 66

Guthrie Center, IA

Cambridge Investment Research Advisors

Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Cetera Investment Advisors LLC, Fidelity Bank & Trust Co, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Melissa L

CFP®, Series 66

Guthrie Center, IA

Edward Jones

Melissa Loest is a financial advisor with Edward Jones, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and a comprehensive suite of affiliated investment products and services.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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