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Russell W

Series 65

Stuart, IA

Royal Fund Management, LLC

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.

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